Overview
Assets Under Management: $323 million
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 119
Average Client Assets: $3 million
Frequently Asked Questions
ACCRETIVE WEALTH PARTNERS, 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 #299544), ACCRETIVE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
ACCRETIVE WEALTH PARTNERS, LLC is headquartered in PARSIPPANY, NJ.
ACCRETIVE WEALTH PARTNERS, LLC serves 119 high-net-worth clients according to their SEC filing dated August 09, 2024. View client details ↓
According to their SEC Form ADV, ACCRETIVE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ACCRETIVE WEALTH PARTNERS, LLC manages $323 million in client assets according to their SEC filing dated August 09, 2024.
According to their SEC Form ADV, ACCRETIVE WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 568
Discretionary Accounts: 507
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 299544
Last Filing Date: 2024-08-09 00:00:00
Website: https://accretivewealthpartners.com