ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
CRD #336486 SEC #801-134085 RIDGEFIELD, CT (203) 642-6781
SEC Registered
Total AUM
$64.4M
Discretionary
$64.4M
Employees
1
Clients
0
Accounts
121
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, MELISSA, WALLING | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| ADAMS, MELISSA, WALLING | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| ADAMS, MELISSA, WALLING | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| ADAMS, MELISSA, WALLING | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| ADAMS, MELISSA, WALLING | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| ADAMS, MELISSA, WALLING | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 18, 2025 REGISTERED
Notice Filings (3)
CT NH TX
Address
386 MAIN STREET, 2ND FLOORRIDGEFIELD, CT 06877
United States
Phone: (203) 642-6781