Ralph Achille

ACHILLES WEALTH MANAGEMENT

Boynton Beach, FL

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CRD#: 5875142

Professional summary

Ralph Achille, who also goes by Ralph Achilles, Ralph Archille, is a registered financial advisor currently at ACHILLES WEALTH MANAGEMENT, LLC located in Boynton Beach, Florida and ATLAS FINANCIAL ADVISORS, LLC located in Boca Raton, Florida.

Ralph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Ralph has worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ralph Achilles | Ralph Archille

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business: Atlas Financial Advisors (Atlas) - FINANCIAL ADVISING FIRM Investment Related: Atlas is an investment related firm Address: 4800 T-Rex Ave, Ste. 100, Boca Raton, FL 33431 Nature: Financial Advice Position: CCO Start Date: June 2025 Number of hours: 20 Hour/Month Number during trading: 10 Hours during trading hours Duties: Provides compliance consulting Business: Zeus Financial, LLC (Zeus) - Broker Dealer Investment Related: Zeus is an investment related firm Address: 4800 T-Rex Ave, Ste. 100, Boca Raton, FL 33431 Nature: Trade fixed income securities with institutional clients Position: CCO Start Date: Sept. 2024 Number of hours: 80 Hour/Month Number during trading: 60 Hours during trading hours Duties: Provides compliance consulting Achilles Consultant, LLC (AC) - Compliance Consulting AC is not investment related 11946 Fox Hill Cir, Boynton Beach, FL 33473 Compliance Consulting Sept 2024 40 Hour/Month 20 Hours during trading hours Provides consulting advice Achilles Wealth Management LLC (AWM) - FINANCIAL PLANNING FIRM AWM is investment related 11946 Fox Hill Cir, Boynton Beach, FL 33473 Financial Planning Financial Advisor Jan 2022 40 Hour/Month 20 Hours during trading hours Provides financial advice

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Achille's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2021 - Present

ACHILLES WEALTH MANAGEMENT, LLC

RIA

CRD#: 308169

Boynton Beach, FL

Current

August 11, 2025 - Present

ATLAS FINANCIAL ADVISORS, LLC

Office #1: 4800 T-rex Ave Suite 100, Boca Raton, FL 33431

RIA

CRD#: 285580

BOCA RATON, FL

Current

November 26, 2024 - Present

ZEUS FINANCIAL, LLC

Office #1: 4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

CRD#: 18192

BOCA RATON, FL

Past

November 30, 2017 - January 17, 2023

ZEUS FINANCIAL, LLC

CRD#: 18192

BOCA RATON, FL

Past

February 24, 2017 - June 1, 2022

ATLAS FINANCIAL ADVISORS, LLC

RIA

CRD#: 285580

BOCA RATON, FL

Past

September 10, 2014 - January 3, 2017

COHEN & COMPANY SECURITIES, LLC

CRD#: 149758

BOCA RATON, FL

Past

September 14, 2011 - August 31, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT LAUDERDALE, FL

Past

August 10, 2011 - August 31, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT LAUDERDALE, FL

Past

April 4, 2011 - April 19, 2011

JVB FINANCIAL GROUP, LLC

CRD#: 104412

BOCA RATON, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(2/17/2021)

Florida
(11/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/1/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/1/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 27

Date: 12/16/2015

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/9/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ATLAS FINANCIAL ADVISORS, LLC

ATLAS FINANCIAL ADVISORS, LLC | BROADBILL ADVISORS, LLC

CRD#: 285580 / SEC#:

Connecticut

Registered Investment Advisory firm - (7/15/2022 Approved)

Florida

Registered Investment Advisory firm - (2/24/2017 Approved)

New Jersey

Registered Investment Advisory firm - (12/14/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (5/26/2023 Approved)

Texas

Registered Investment Advisory firm - (8/23/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4800 T-rex Ave Suite 100, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 350-6738

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 64,044,159

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ralph Achille

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Achille's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS FINANCIAL ADVISORS, LLC

ZEUS FINANCIAL, LLC

ZEUS FINANCIAL, LLC

ATLAS FINANCIAL ADVISORS, LLC

COHEN & COMPANY SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

JVB FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2017

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/1/2011

Series 14

Date: 1/2/2023

Series 27

Date: 12/16/2015

Series 24

Date: 6/9/2015

FINRA

Current Firm

ATLAS FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATLAS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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