Accretive Wealth Management, LLC
● SEC registered since 2020CRD 164341SEC# 801-118792San Ramon, CA
Reg. AUM
$290.7M
Employees
4
Accounts
377
Location
San Ramon, CA
Accretive Wealth Management, LLC assets under management
Accretive Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Ramon, CA. The firm has been registered since 2020. It reports $290.7 million in regulatory assets under management and employs 4 people.
Accretive Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Faraz Sattar Control | Managing Member/Chief Compliance Officer | 25-50% | 2012 |
| Sadaf Sattar | Owner | 25-50% | 2013 |
Frequently asked questions
How much does Accretive Wealth Management, LLC manage?
Accretive Wealth Management, LLC reports $290.7 million in regulatory assets under management on its Form ADV.
How many employees does Accretive Wealth Management, LLC have?
Accretive Wealth Management, LLC reports 4 employees.
Where is Accretive Wealth Management, LLC located?
Accretive Wealth Management, LLC is based in San Ramon, CA and has been SEC-registered since 2020.
Does Accretive Wealth Management, LLC disclose fund performance?
Accretive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583 |
| Phone | 925-365-1533 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$290.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$290.7Mregulatory AUM
Discretionary $6.9MNon-discretionary $283.8M