ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC

ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC of RIDGEFIELD, CT is an SEC-registered investment adviser (CRD 336486). Regulatory assets under management: $75.6M.

Registration

• CRD: 336486
• SEC file number: 801-134085
• Type: Registered investment adviser
• Location: 386 MAIN STREET, 2ND FLOOR, RIDGEFIELD, CT, 06877
• Phone: (203) 642-6781
• Latest filing: 2026-02-19
• Regulatory AUM: $75.6M
• Discretionary AUM: $75.6M
• Clients: 1
• Accounts: 142

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336486 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search