Achievable Wealth, LLC
RIAState Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$101K
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284763
- Website
- achievablewealthfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Achievable Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills through a mix of AUM-based fees, hourly charges, and fixed fees. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not positioned as a multi-state or institutional capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations