Accretive Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Parsippany, NJ. Its latest Form ADV filing, dated April 30, 2026, reports $505M in regulatory assets under management, 3 employees, and 704 accounts.
Assets Under Management
$505M
Employees
3
Offices
--
Total Clients
204
Primary office
PARSIPPANY, NJ
1 GATEHALL DRIVE, SUITE 207, PARSIPPANY, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.6% of total clients.
Top client categories% of clientsClients
1
HNWI
69.6%
142
2
Individuals
30.4%
62
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$505Mas of April 30, 2026
Discretionary83.5%
$421M
84% of total RAUM83.5%
Non-discretionary16.5%
$83M
16% of total RAUM16.5%
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.
Latest AUM$505M
Total Accounts704
10Y AUM Change+$505M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* 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.