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ACCRETIVE WEALTH MANAGEMENT, LLC
CRD 164341 · SEC 801-118792
12657 ALCOSTA BOULEVARD, SUITE 150, SAN RAMON, CA, 94583, United States
Phone
925-365-1533
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.7M
Discretionary AUM
$6.9M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $242K |
| High net worth individuals | 177 | $224.4M |
| Pension/profit sharing plans | 20 | $36.3M |
| Charitable organizations | 8 | $10.5M |
| Corporations/business entities | 11 | $19.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD