# ACHIEVE WEALTH PARTNERS LLC

ACHIEVE WEALTH PARTNERS LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 298540
- Type: SEC-registered investment adviser
- SEC file number: 801-114146
- Location: 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625
- Phone: 585-586-8100
- Latest filing: 2023-02-16
- Clients: 1

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HENION DAVID WILLIAM | MEMBER | — |
| MASOOD ADIL | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| MASOOD ADIL NMN | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| MASOOD ADIL G | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298540/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298540/similar
- Related entities: https://search.stillhousedata.com/firm/298540/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298540

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.