ACCRETIVE WEALTH PARTNERS, LLC

CRD 299544File 801-117780

APPROVED

Retail clients

Custody

Filing as of Jun 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$504.5M

Above cohort median (national)

Discretionary AUM

$421.5M

Non-discretionary $83.1M

Clients

204

704 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Dec 10, 2019
Principal office: 1 GATEHALL DRIVE, SUITE 207, PARSIPPANY, NJ, 07054
Phone: (973) 970-2627
Website: https://www.linkedin.com/company/accretive-wealth-partners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $504.5M
Discretionary AUM: $421.5M
Non-discretionary AUM: $83.1M
Discretionary accounts: 529
Non-discretionary accounts: 175
Total accounts: 704
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.5M
Charitable organizations	Fewer than 5	$748K
High net worth individuals	142	$447.8M
Banking or thrift institutions	Fewer than 5	$16.7M
Individuals (other than high net worth individuals)	62	$37.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.