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ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
CRD 336486 · SEC 801-134085
386 MAIN STREET, 2ND FLOOR, RIDGEFIELD, CT, 06877, United States
Phone
(203) 642-6781
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.6M
Discretionary AUM
$75.6M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.7M |
| High net worth individuals | 46 | $68.9M |
All web addresses on file
Official SEC filing: View on IAPD