ACCRETIVE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$291M

Discretionary

$6.9M

2% of AUM

Avg account

$771K

Accounts

377

Employees

Advisory reps

Firm details

Headquarters: SAN RAMON, California
CRD number: 164341
Registered since: May 26, 2020
Website: www.accretivewealth.com
Custodians: EQUITY TRUST ADVISORS, INC., CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL
Fee structure: Percentage of AUM
Client types: HNWI77.21%
Pension & Profit Sharing Plans12.5%
Corporations / Businesses6.6%
Charitable Organizations3.61%
Individuals0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Accretive Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves individual, family and institutional clients and operates as a capital allocator, managing client portfolios under a percentage-of-AUM fee model. Its advisory services, as reported on the ADV, include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services and selection of other advisers. The firm is not identified as an active ESG investor and is classified as a single-state adviser in the available data. Ownership is held by an individual.