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).
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Total Assets Under Management232MILLION
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Total Number of Accounts427ACCOUNTS
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Average Account Value$543,972
- A percentage of assets under your management
- 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)
CA, TX
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.
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.
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.
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.
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.