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ACCRETIVE WEALTH PARTNERS, LLC
CRD 299544 · SEC 801-117780
1 GATEHALL DRIVE, SUITE 207, PARSIPPANY, NJ, 07054, United States
Phone
(973) 970-2627
Fax
(973) 756-2288
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$504.5M
Discretionary AUM
$421.5M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $37.9M |
| High net worth individuals | 142 | $447.8M |
States served
CA, LA, MD, MA, NJ, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD