Accretive Wealth Management, LLC logo

Accretive Wealth Management, LLC

Updated today

Client assets under management

$224,658,251

Clients

181

98% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

60

Typical

Average account size

$1,241,206

About

Accretive Wealth Management serves individual clients (including high‑net‑worth individuals), small businesses, and corporate/institutional clients, offering investment management, financial planning, and pension consulting services. The firm also arranges access to third‑party money managers and provides client disclosures for those engagements.

The firm uses a mix of analytical approaches—charting, fundamental, technical, and cyclical analysis—and manages accounts on both discretionary and non‑discretionary bases, with the brochure reporting $283,783,725 in non‑discretionary assets versus $6,883,000 discretionary as of 12/31/2025. It documents client risk tolerance and Investment Policy Statements, delivers quarterly portfolio performance reports, uses benchmarking to monitor third‑party managers, and allocates to private placements and alternative strategies such as private equity, private real estate, private debt, hedge funds, REITs and Qualified Opportunity Zones.

Noteworthy disclosures in the brochure include an affiliation between the firm’s principal and an affiliated real‑estate business, which the firm identifies as a potential conflict of interest when real estate services are offered. The brochure also emphasizes performance reporting and benchmarking practices and notes operational choices—such as not aggregating block trades—that, together with a small advisory team overseeing a predominantly non‑discretionary, high‑dollar book of business, distinguish the firm from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business succession planning Private / alternative investments

Fee options

Fixed

Up to $10,000 for financial planning (negotiable)

Percentage

1.00% annually

Other

Account minimum: $500,000

Main office location

Accretive Wealth Management, LLC

12657 Alcosta Boulevard, Suite 150

San Ramon CA 94583, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Faraz S

Series 65

San Ramon, CA

Accretive Wealth Management, LLC

Faraz Sattar is a financial advisor with Accretive Wealth Management, LLC in San Ramon, CA. He holds a Series 65 designation and has 13 years of industry experience, having been with Accretive Wealth Management since 2012. Accretive Wealth Management provides investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, with a particular focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.

Business succession planning Private / alternative investments
user avatar

Rizwan I

CFP®, CFA®

San Ramon, CA

Accretive Wealth Management, LLC

Rizwan Ibrahim is a CFP® and CFA® affiliated with Accretive Wealth Management, LLC, with five years of industry experience. He has been with Accretive Wealth Management since 2020 and also has a longstanding role at GF Ventures, LLC since 2003. Accretive Wealth Management provides investment management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple analytical methods and manages exposure across public and private markets, with a focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.

Business succession planning Private / alternative investments
user avatar

Sanchi R

CFP®, Series 65

San Ramon, CA

Accretive Wealth Management, LLC

Sanchi Ranyal is a CFP® and holds a Series 65 license, with two years of industry experience. They have worked at Accretive Wealth Management, LLC since 2023 and previously at Fruitful Advisory, LLC. Accretive Wealth Management provides investment management, financial planning, and pension consulting services to individuals, small businesses, and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, offering both discretionary and non-discretionary services.

Business succession planning Private / alternative investments
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