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| Accretive Wealth Partners LLC
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|---|---|
| CRD # | 299544 |
| SEC # | 801-117780 |
| CIK # | 0001844444 |
| AUM | 504.5 M (2026-06-02) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 973-970-2627 |
| Address | 1 Gatehall Drive Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 16.0 | |
| World Currency Gold Trust | 12.0 | |
| iShares Comex Gold Trust | 9.3 | |
| Alphabet Inc | 7.3 | |
| Microsoft Corp | 7.1 | |
| Amazon Com Inc | 6.5 | |
| Johnson & Johnson | 4.5 | |
| Marathon Petroleum Corp | 4.2 | |
| Progressive Corp/Oh/ | 4.0 | |
| Wal Mart Stores Inc | 3.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 37.9 |
| (b) Individuals (high net worth individuals) | 142 | 447.8 |
| (c) Banking or thrift institutions | 0 | 16.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 704 | 504.5 |
| By Discretionary | ||
| Discretionary | 529 | 421.5 |
| Non-Discretionary | 175 | 83.1 |
| Total | 704 | 504.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 504.5 | |
| Total | 704 | 504.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844444] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Advisors National LLC
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|
GA | 505.9 M |
|
MKD Wealth Coaches LLC
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MI | 505.7 M |
|
Oliver Capital Management LLC
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WA | 505.5 M |
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Bellars Harris Wealth Management LLC
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VA | 505.4 M |
|
Dougherty Wealth Advisers LLC
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|
MN | 505.4 M |
|
Pineridge Advisors LLC
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|
MO | 504.2 M |
|
Aquire Wealth Advisors LLC
✚
|
UT | 504.0 M |
|
Ducere Wealth Management LLC
✚
|
CA | 503.8 M |
|
Weinberger Asset Management Inc
✚
|
CA | 503.6 M |
|
Etesian Wealth Advisors Inc
✚
|
OR | 503.3 M |