ACCRETIVE WEALTH MANAGEMENT, LLC

12657 Alcosta Boulevard, Suite 150
San Ramon, California 94583
Tel: 925-365-1533

About ACCRETIVE WEALTH MANAGEMENT, LLC

ACCRETIVE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ACCRETIVE WEALTH MANAGEMENT, LLC. The firm was established in 05/26/2020. They have over 1 offices throughout the country.

ACCRETIVE WEALTH MANAGEMENT, LLC is a San Ramon, California based Financial Planning firm with nearly $232,276,233 assets under management, offering retirement planning & investment advisory services to 427 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164341
SEC#	801-118792
Assets Managed by Firm	$232,276,233
No. of Clients	427
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	427	$232,276,233
High net worth individuals	195	$163,981,741
Pension and profit sharing plans	16	$51,808,341
Charitable organizations	6	$5,066,170
Corporations or other businesses	12	$11,419,981

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