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| Keyboard |
| Accretive Wealth Management LLC
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|---|---|
| CRD # | 164341 |
| SEC # | 801-118792 |
| CIK # | |
| AUM | 290.7 M (2026-06-08) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 925-365-1533 |
| Address | 12657 Alcosta Boulevard, Suite 150 San Ramon, CA 94583 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.2 |
| (b) Individuals (high net worth individuals) | 177 | 224.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 36.3 |
| (h) Charitable organizations | 8 | 10.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 290.7 |
| By Discretionary | ||
| Discretionary | 32 | 6.9 |
| Non-Discretionary | 345 | 283.8 |
| Total | 377 | 290.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.7 | |
| Total | 377 | 290.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Ellerson Group Inc
✚
|
MD | 291.2 M |
|
Kestrel Partners LLP
✚
|
291.0 M | |
|
EPIQ Partners LLC
✚
|
MN | 290.9 M |
|
Leigh Baldwin & Co LLC
✚
|
NY | 290.6 M |
|
Lockshield Partners Inc
✚
|
KY | 290.6 M |
|
Birks Financial Corp
✚
|
VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 290.5 M |
|
Martin Capital Partners LLC
✚
|
OR | 290.5 M |
|
M&B Investment Advisors LLC
✚
|
OH | 290.2 M |
|
Fox Hill Wealth Management
✚
|
MA | 290.2 M |