Overview
Assets Under Management: $64 million
Headquarters: RIDGEFIELD, CT
High-Net-Worth Clients: 25
Average Client Assets: $2.4 million
Frequently Asked Questions
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336486), ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC is headquartered in RIDGEFIELD, CT.
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC serves 25 high-net-worth clients according to their SEC filing dated October 17, 2025. View client details ↓
According to their SEC Form ADV, ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC manages $64 million in client assets according to their SEC filing dated October 17, 2025.
According to their SEC Form ADV, ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.27%
Average Client Assets: $2.4 million
Total Client Accounts: 121
Discretionary Accounts: 121
Regulatory Filings
CRD Number: 336486
Filing ID: 2018798
Last Filing Date: 2025-10-17 22:35:24