PPrivate Fund Data Log in Join · $37/mo

Melissa Walling Adams

Chief Executive Officer & Chief Compliance OfficerAchieve Retirement & Wealth Management, LLCCRD 2147886

About Melissa Walling Adams

Melissa Walling Adams is listed as Chief Executive Officer & Chief Compliance Officer at Achieve Retirement & Wealth Management, LLC in Ridgefield, CT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Achieve Retirement & Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Melissa Walling Adams work?

Melissa Walling Adams is listed as Chief Executive Officer & Chief Compliance Officer at Achieve Retirement & Wealth Management, LLC on SEC Form ADV.

How much of Achieve Retirement & Wealth Management, LLC does Melissa Walling Adams own?

Form ADV reports a beneficial ownership band of Over 75%.

Achieve Retirement & Wealth Management, LLC

TitleChief Executive Officer & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2025
View Achieve Retirement & Wealth Management, LLC →