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ACHIEVE WEALTH PARTNERS LLC

ROCHESTER, NY · CRD 298540 · IAPD ↗ · achievewealthllc.com · 585-586-8100

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — ACHIEVE WEALTH PARTNERS LLC (ROCHESTER, NY) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.