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ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
RIDGEFIELD, CT
(203) 642-6781
SEC #801-134085Total AUM
$64.4M
Employees
1Clients
51Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
386 MAIN STREET, 2ND FLOOR
RIDGEFIELD
CT 06877
United States
RIDGEFIELD
CT 06877
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(203) 642-6781
Other Offices
1
Financials
Total AUM
$64.4M
Accounts
121Discretionary
$64.4M
Accounts
121Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
18AUM
$4.3M
HNW Individual Clients
25AUM
$60.1M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTNHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.