Accretive Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated March 30, 2026, reports $291M in regulatory assets under management, 4 employees, and 377 accounts.
Assets Under Management
$291M
Employees
4
Offices
--
Total Clients
220
Primary office
SAN RAMON, CA
12657 ALCOSTA BOULEVARD, SUITE 150, SAN RAMON, CA, United States
Top client segmentHNWI represent 80.5% of total clients.
Top client categories% of clientsClients
1
HNWI
80.5%
177
2
Pension Plans
9.1%
20
3
Corporations
5.0%
11
4
Charitable
3.6%
8
5
Individuals
1.8%
4
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$291Mas of March 30, 2026
Discretionary2.4%
$7M
2% of total RAUM2.4%
Non-discretionary97.6%
$284M
98% of total RAUM97.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$291M
Total Accounts377
10Y AUM Change+$167M (+134.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.