ACHIEVE WEALTH PARTNERS LLC
CRD #298540 SEC #801-114146 ROCHESTER, NY 585-586-8100
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MASOOD, ADIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASOOD, ADIL, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
| FORTE CAPITAL LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MASOOD, ADIL | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, NMN | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
| HENION, DAVID, WILLIAM | I | FORTE CAPITAL LLC | C | Control |
Registrations
Federal
IA
Nov 7, 2022 REGISTERED
Notice Filings (1)
NY
Address
400 LINDEN OAKSSUITE 310
ROCHESTER, NY 14625
United States
Phone: 585-586-8100