Accretive Wealth Management, LLC
Accretive Wealth Management, LLC is an SEC-registered wealth manager in San Ramon, CA with $290.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Accretive Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164341, SEC 801-118792, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $290.7M (2026-06-08)
- Firm type
- Wealth Manager
- Location
- San Ramon, CA
- Employees
- 4
- Clients
- 220
- CRD
- 164341
- Ownership
- SATTAR, FARAZ; SATTAR, SADAF
How much AUM does Accretive Wealth Management, LLC have?
Accretive Wealth Management, LLC reported $290.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Accretive Wealth Management, LLC?
Disclosed owners and executives of Accretive Wealth Management, LLC include SATTAR, FARAZ, SATTAR, SADAF. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.