# ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC

ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC of RIDGEFIELD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 336486
- Type: SEC-registered investment adviser
- SEC file number: 801-134085
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Melissa Walling Adams | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336486/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336486/similar
- Related entities: https://search.stillhousedata.com/firm/336486/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336486

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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.