Overview
Assets Under Management: $232 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 522
Average Client Assets: $401,776
Frequently Asked Questions
ACCRETIVE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164341), ACCRETIVE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACCRETIVE WEALTH MANAGEMENT, LLC is headquartered in SAN RAMON, CA.
ACCRETIVE WEALTH MANAGEMENT, LLC serves 522 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, ACCRETIVE WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ACCRETIVE WEALTH MANAGEMENT, LLC manages $232 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, ACCRETIVE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 522
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.54
Average High-Net-Worth Client Assets: $401,776
Total Client Accounts: 427
Discretionary Accounts: 42
Non-Discretionary Accounts: 385
Regulatory Filings
CRD Number: 164341
Last Filing Date: 2024-11-01 00:00:00
Website: https://accretivewealth.com