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ACHIEVE PARTNERS MANAGEMENT, LLC

NEW YORK, NY · CRD 299883 · IAPD ↗ · achievepartners.com · 332-400-1140

$672.3MRegulatory AUM
8Advisory reps
12Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2025 — ACHIEVE PARTNERS MANAGEMENT, LLC shrank from 14 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — ACHIEVE PARTNERS MANAGEMENT, LLC crossed $500M in regulatory AUM ($444.4M -> $602.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — ACHIEVE PARTNERS MANAGEMENT, LLC grew from 6 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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