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ACCRETIVE WEALTH PARTNERS, LLC

PARSIPPANY, NJ · CRD 299544 · IAPD ↗ · (973) 970-2627

$504.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — ACCRETIVE WEALTH PARTNERS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
May 2026 — ACCRETIVE WEALTH PARTNERS, LLC notice-filed in MA, NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — ACCRETIVE WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($401.6M -> $504.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2024 — ACCRETIVE WEALTH PARTNERS, LLC now reports custody of client assets ($42.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.