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firm profile

Accretive Wealth Partners, LLC

RIA Parsippany, NJ CRD 299544 Last verified October 2026

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
  • Financial Planning
  • Individuals or Small Business
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

Advisory reps 3 of 4

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

Every state, with registration dates

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