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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $64.4M | $64.4M | $0 | 1 | 0 |
| Aug 2025 | $0 | $0 | $0 | 1 | 0 |
| Aug 2025 | $0 | $0 | $0 | 1 | 0 |
| Jul 2025 | $0 | $0 | $0 | 1 | 0 |
| May 2025 | $0 | $0 | $0 | 1 | 0 |
| May 2025 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees1
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0