ACCRETIVE WEALTH MANAGEMENT, LLC

ACCRETIVE WEALTH MANAGEMENT, LLC of SAN RAMON, CA is an SEC-registered investment adviser (CRD 164341). Regulatory assets under management: $290.7M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Faraz SattarMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Sadaf SattarOWNER
SATTAR FARAZMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
SATTAR SADAFOWNER

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