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Accretive Wealth Partners, LLC

● SEC registered since 2019CRD 299544SEC# 801-117780Parsippany, NJ
Export (members)
Reg. AUM
$401.6M
Employees
3
Accounts
627
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 $401.6 million in regulatory assets under management and employs 3 people.

Accretive Wealth Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Anthony Furey ControlManaging Member, Managing Partner25-50%2018
Gary Christopher Ribe ControlManaging Member, Managing Partner, Chief Investment Officer, Chief Compliance Officer25-50%2018
Stephen Dino Esposito ControlManaging Member, Managing Partner25-50%2018

Frequently asked questions

How much does Accretive Wealth Partners, LLC manage?

Accretive Wealth Partners, LLC reports $401.6 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

Address1 Gatehall Drive, Suite 207, Parsippany, NJ 07054
Phone(973) 970-2627
Fax(973) 756-2288
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$367.2M
Non-discretionary$34.4M
Total (RAUM)$401.6M