ACCRETIVE WEALTH MANAGEMENT, LLC

SAN RAMON, California·2 registered advisors·CRD# 164341
SEC# 801-1187920925-365-1533
01

Firm Overview

AUM
$232M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at ACCRETIVE WEALTH MANAGEMENT, LLC

2 registered advisors
Faraz Sattar
SAN RAMON, California
Sadaf Sattar
SAN RAMON, California
05

Office Locations

SAN RAMON, California
2 advisors

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Data sourced from SEC Form ADV filings. ACCRETIVE WEALTH MANAGEMENT, LLC (CRD# 164341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.