Melissa Walling Adams
Chief Executive Officer & Chief Compliance OfficerAchieve Retirement & Wealth Management, LLCCRD 2147886
About Melissa Walling Adams
Melissa Walling Adams is listed as Chief Executive Officer & Chief Compliance Officer at Achieve Retirement & Wealth Management, LLC in Ridgefield, CT. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Achieve Retirement & Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Melissa Walling Adams work?
Melissa Walling Adams is listed as Chief Executive Officer & Chief Compliance Officer at Achieve Retirement & Wealth Management, LLC on SEC Form ADV.
How much of Achieve Retirement & Wealth Management, LLC does Melissa Walling Adams own?
Form ADV reports a beneficial ownership band of Over 75%.
Achieve Retirement & Wealth Management, LLC
| Title | Chief Executive Officer & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |