Accretive Wealth Management, LLC

Accretive Wealth Management, LLC (CRD# 164341) is a financial advisory firm headquartered in San Ramon, CA. They manage $232,276,233 in 427 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583
https://www.facebook.com/accretivewealth
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    427
    ACCOUNTS
  • Average Account Value
    $543,972
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Accretive Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Faraz Sattar, financial advisor San Ramon CA
Faraz Sattar
CRD#: 2953616
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583

Faraz Sattar (CRD# 2953616) is an Investment Advisor Representative working at Accretive Wealth Management, LLC in San Ramon, CA and has over 11 years of experience in the finance industry.

2
Tejpartab Anand, financial advisor San Ramon CA
Tejpartab S. Anand
CRD#: 7449620
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583

Tejpartab Anand (CRD# 7449620) is an Investment Advisor Representative working at Accretive Wealth Management, LLC in San Ramon, CA and has over 2 years of experience in the finance industry.

3
Oscar Castro, financial advisor San Ramon CA
Oscar A. Castro
CRD#: 2648581
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583

Oscar Castro (CRD# 2648581) is an Investment Advisor Representative working at Accretive Wealth Management, LLC in San Ramon, CA and has 1 year of experience in the finance industry.

4
Rizwan Ibrahim, financial advisor San Ramon CA
Rizwan Ibrahim
CRD#: 7251392
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583

Rizwan Ibrahim (CRD# 7251392) is an Investment Advisor Representative working at Accretive Wealth Management, LLC in San Ramon, CA and has 1 year of experience in the finance industry.

5
Sanchi Ranyal, financial advisor San Ramon CA
Sanchi Ranyal
CRD#: 7781828
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583

Sanchi Ranyal (CRD# 7781828) is an Investment Advisor Representative working at Accretive Wealth Management, LLC in San Ramon, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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