| Name | Title | Ownership | Since |
|---|---|---|---|
| Faraz Sattar Control | Managing Member/Chief Compliance Officer | 25-50% | 2012 |
| Sadaf Sattar | Owner | 25-50% | 2013 |
Accretive Wealth Management, LLC reports $267 million in regulatory assets under management on its Form ADV.
Accretive Wealth Management, LLC reports 4 employees.
Accretive Wealth Management, LLC is based in San Ramon, CA and has been SEC-registered since 2020.
Accretive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $5.1M |
| Non-discretionary | $262M |
| Total (RAUM) | $267M |