Accretive Wealth Partners, LLC is an adviser based in Red Bank. It manages $63.24 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New Jersey.
Accretive Wealth Partners provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Accretive Wealth Partners, LLC is $63.24 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Accretive Wealth Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Accretive Wealth Partners is high net worth individuals with 30 clients and $60.8 million of assets under management. Among the 2 most similar advisory firms, Accretive Wealth Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $63.24 million for 41 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Accretive Wealth Partners doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Accretive Wealth Partners, LLC performs its advisory services is located at 125 Half Mile Road, Red Bank, NJ 07701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (973) 970-2627. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at accretivewealthpartners.com.