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Achieve Retirement & Wealth Management, LLC

Achieve Retirement & Wealth Management, LLC. CRD 336486

Achieve Retirement & Wealth Management, LLC logo

CRD: 336486

Achieve Retirement & Wealth Management, LLC

Ridgefield, CT, 06877
2036426781
www.achieveretirementandwealth.com
$75.6M Total AUM
$75.6M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Prudential
Clients
Retail
Platforms
Vector
Established Date
07-31-2025
Office Locations
1

Office Locations

386 Main Street, 2ND Floor Ridgefield CT

About Achieve Retirement & Wealth Management, LLC

Achieve Retirement & Wealth Management, LLC is a boutique RIA in Ridgefield, CT led by CFP® Melissa Adams. It delivers goal-based fiduciary investment management and financial/retirement planning for individuals and families, including education and estate-planning needs. The practice emphasizes strategic planning and asset allocation, with reported SMA exposure heavily in ETFs. Operates with Schwab custody and a partner-supported tech/compliance stack.

Team overview

-- AVG AGE
$75.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Fusion element Insight prime

Client Personas

Value

Custodian

Capital prime Harbor pioneer Vertex

Investment Themes

Insight Summit Element timber

Investment Vehicles

Fusion unison Element

Services

Pioneer summit Harbor Eagle Harbor north Foundation vector Oak Prime Peak

Technology

Harbor optima

Owner & Executives

MELISSA WALLING ADAMS

MELISSA WALLING ADAMS

Chief Compliance Officer, Chief Executive Officer

CRD
#2147886
Ownership
75% or more
(672) 602-2361
catalyst.eagle@vitalcapital.com
in linkedin.com/in/summit-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-17-2025
Category Assets AVG. Account size
Discretionary $75,618,712 $532,605
Non-Discretionary $0 --
Total $75,618,712 $532,605

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Separately Managed Accounts

Total SMA Asset: $75,618,712

$75.6M Total SMA
Public Funds:
20.8%
Equity - Exchange:
10.5%
Cash:
15.9%
Private Funds:
52.8%
Asset class Assets Assets %
Public Funds $1,069,725,545 20.8%
Equity - Exchange $540,005,684 10.5%
Cash $817,722,892 15.9%
Private Funds $2,715,457,152 52.8%
Total $5,142,911,273 100.0%

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