Achieve Retirement & Wealth Management, LLC
CRD 336486SEC# 801-134085Ridgefield, CT
No longer SEC-registered. Achieve Retirement & Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$64.4M
Employees
1
Accounts
121
Location
Ridgefield, CT
Achieve Retirement & Wealth Management, LLC assets under management
Achieve Retirement & Wealth Management, LLC operates as an SEC-registered investment adviser based in Ridgefield, CT. It reports $64.4 million in regulatory assets under management and employs 1 people.
Achieve Retirement & Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Melissa Walling Adams Control | Chief Executive Officer & Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Achieve Retirement & Wealth Management, LLC manage?
Achieve Retirement & Wealth Management, LLC reports $64.4 million in regulatory assets under management on its Form ADV.
How many employees does Achieve Retirement & Wealth Management, LLC have?
Achieve Retirement & Wealth Management, LLC reports 1 employees.
Where is Achieve Retirement & Wealth Management, LLC located?
Achieve Retirement & Wealth Management, LLC is based in Ridgefield, CT.
Does Achieve Retirement & Wealth Management, LLC disclose fund performance?
Achieve Retirement & Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 386 Main Street, 2nd Floor, Ridgefield, CT 06877 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$64.4MNo change
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$64.4Mregulatory AUM
Discretionary $64.4M