Accruent Wealth Advisors
Accruent Wealth Advisors is an SEC-registered wealth manager in Winston-Salem, NC with $197.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Accruent Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113706, SEC 801-118266, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $197.7M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Winston-Salem, NC
- Employees
- 3
- Clients
- 138
- CRD
- 113706
- Ownership
- KLEPEISZ, DAVID, JOESPH; SWAIM, BARRY, JAY
How much AUM does Accruent Wealth Advisors have?
Accruent Wealth Advisors reported $197.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Accruent Wealth Advisors?
Disclosed owners and executives of Accruent Wealth Advisors include KLEPEISZ, DAVID, JOESPH, SWAIM, BARRY, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.