Accretive Wealth Partners, LLC
Firm details
- Headquarters
- Parsippany, New Jersey
- CRD number
- 299544
- Registered since
- December 10, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.75%
- Individuals7.5%
- Banking / Thrift Institutions3.31%
- Corporations / Businesses0.29%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Accretive Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm operates as a capital allocator for individual and family clients, combining financial planning with portfolio management for individuals and small businesses and the selection of third‑party advisers. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not list ESG investing as an active focus and is not identified as a multi-state adviser or pension consultant. As an owner-operated practice, Accretive Wealth Partners emphasizes outsourcing manager relationships when appropriate rather than running all strategies in-house.
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 Equities71%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
1 of 1
Gary Ribe
Chief Investment Officer and Managing PartnerCRD 4816798
Contacts
3 of 3
John Moynihan
Senior Wealth AdvisorCRD 2533085
Eric Furey
Managing PartnerCRD 5584107
Stephen Esposito
Managing PartnerCRD 5568332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$256M in ETFs
78%
$200M
2%
$55.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $25.7M | 207,276 | 10.07% |
Location
Parsippany, NJ
Morris
Location
Parsippany, NJ
Headquartered in Parsippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 1 Gatehall Dr
- Time zone
- ET (UTC-5)
- Office locations
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