firm profile
Accretive Wealth Partners, LLC
Overview
Accretive Wealth Partners, LLC is an SEC registered investment adviser based in Parsippany, NJ, registered since 2019. It reports $505M in assets under management across 704 accounts, with 3 employees. It has 4 investment adviser representatives.
- Reported AUM
- $505M
- Discretionary
- 84%
- Accounts
- 704
- Average account
- $717K
- Employees
- 3
- Advisory reps
- 4
- Registered since
- 2019
- Jurisdictions
- 13
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- Eric Anthony Furey Managing Member, Managing Partner CRD 5584107
- Gary Christopher Ribe Managing Member, Managing Partner, Chief Investment Officer CRD 4816798
- Stephen Dino Esposito Managing Member, Managing Partner CRD 5568332
Advisory reps 3 of 4
- Stephen Dino Esposito Investment Adviser Rep CRD 5568332
- Eric Anthony Furey Investment Adviser Rep CRD 5584107
- John Christopher Moynihan Investment Adviser Rep CRD 2533085
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 1 Gatehall Dr Ste 207
Parsippany, NJ 07054 - County
- Morris
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 13 jurisdictions
- Website: accretivewealthpartners.com
Every state, with registration dates
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