Accretive Wealth Management, LLC

Accretive Wealth Management, LLC (CRD# 164341) is a financial advisory firm headquartered in San Ramon, CA. They manage $41,706,000 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Accretive Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Faraz Sattar
CRD#: 2953616
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94582

Faraz Sattar (CRD# 2953616) is an Investment Advisor Representative working at Accretive Wealth Management, LLC in San Ramon, CA and has over 4 years of experience in the finance industry.

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