Accretive Wealth Partners, LLC
● SEC registered since 2019CRD 299544SEC# 801-117780Parsippany, NJ
Reg. AUM
$504.5M
Employees
3
Accounts
704
Location
Parsippany, NJ
Accretive Wealth Partners, LLC assets under management
Accretive Wealth Partners, LLC is an SEC-registered investment adviser based in Parsippany, NJ. The firm has been registered since 2019. It reports $504.5 million in regulatory assets under management and employs 3 people.
Accretive Wealth Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Anthony Furey Control | Managing Member, Managing Partner | 25-50% | 2018 |
| Gary Christopher Ribe Control | Managing Member, Managing Partner, Chief Investment Officer, Chief Compliance Officer | 25-50% | 2018 |
| Stephen Dino Esposito Control | Managing Member, Managing Partner | 25-50% | 2018 |
Frequently asked questions
How much does Accretive Wealth Partners, LLC manage?
Accretive Wealth Partners, LLC reports $504.5 million in regulatory assets under management on its Form ADV.
How many employees does Accretive Wealth Partners, LLC have?
Accretive Wealth Partners, LLC reports 3 employees.
Where is Accretive Wealth Partners, LLC located?
Accretive Wealth Partners, LLC is based in Parsippany, NJ and has been SEC-registered since 2019.
Does Accretive Wealth Partners, LLC disclose fund performance?
Accretive Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Gatehall Drive, Suite 207, Parsippany, NJ 07054 |
| Phone | (973) 970-2627 |
| Fax | (973) 756-2288 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$504.5M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$504.5Mregulatory AUM
Discretionary $421.5MNon-discretionary $83.1M