$353.0K Total AUM
$353.0K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-17-2021
- Office Locations
- 1
Office Locations
-- Boynton Beach FL
About Achilles Wealth Management, LLC
Achilles Wealth Management is a fee-only RIA focused on high-net-worth minority business owners and executives. The firm provides integrated retirement, investment, and tax planning, helping clients align business and personal wealth decisions while working to minimize tax liability. Offers a financial wellness test and evaluation-driven planning process.
Team overview
-- AVG AGE
$353.0K AVG AUM / ADVISOR
$176.5K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
R
RALPH ACHILLE
Chief Compliance Officer, PRINCIPAL
- CRD
- #5875142
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $353,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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