AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Achieve Retirement & Wealth Management, LLC
Achieve Retirement & Wealth Management, LLC
Filed as ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC
Achieve Retirement & Wealth Management, LLC is a state-registered investment advisory firm in Ridgefield, CT, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.
Quick answers
From the filingHow is Achieve Retirement & Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Achieve Retirement & Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Achieve Retirement & Wealth Management, LLC located?
Achieve Retirement & Wealth Management, LLC's principal office is in Ridgefield, CT, according to its Form ADV.
Is Achieve Retirement & Wealth Management, LLC registered with the SEC or a state?
Achieve Retirement & Wealth Management, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 336486.
How much does Achieve Retirement & Wealth Management, LLC manage?
Achieve Retirement & Wealth Management, LLC reports $75,618,712 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).
How have Achieve Retirement & Wealth Management, LLC's assets and staff changed since 2025?
In the Form ADV data for Achieve Retirement & Wealth Management, LLC: Regulatory assets under management: $0 in the October 2025 data and $75,618,712 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Achieve Retirement & Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (20).
Does Achieve Retirement & Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336486
What changed in Achieve Retirement & Wealth Management, LLC's recent Form ADV filings?
In the December 2025 filing data: Regulatory assets under management went from $0 to $64,445,165.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$75,618,712 as of October 2026, filing dated February 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $75,618,712 | 1 | February 19, 2026 |
| October 2025 | $0 | 1 | July 31, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $75,618,712 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Regulatory assets under management went from $0 to $64,445,165.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Achieve Retirement & Wealth Management, LLC (CRD 336486): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/achieve-retirement-and-wealth-management-llc-ridgefield-ct-336486