Accretive Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$485,629,520
Clients
204
70% high-net worth
Advisors
3
of 3 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
68
TypicalAverage account size
$2,380,537
About
Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning to individuals (including high‑net‑worth clients), trusts, charitable organizations, corporations, estates, and financial institutions. The firm manages accounts on both discretionary and non‑discretionary bases and may recommend or oversee unaffiliated independent managers and separate bond account managers for portions of client portfolios.
AWP’s investment approach is primarily long‑term and combines fundamental and technical analysis to build diversified portfolios that commonly use mutual funds and ETFs, while also employing individual stocks, bonds, and options when appropriate. The firm performs internal due diligence, may retain legacy holdings for portfolio fit or tax reasons, and conducts ongoing monitoring and periodic reviews of accounts and any independent managers it recommends.
Distinctive features include serving banking or thrift institution clients, a client type that is uncommon among peer team firms, and operating a Client Alignment Program that voluntarily passes certain economies of scale back to clients through fee waivers tied to the firm’s aggregate assets under management. Operationally, AWP participates on an institutional custody platform (receiving related economic benefits) and uses a third‑party provider to identify and process class‑action settlements on clients’ behalf.
Client services
Expertise
Fee options
Fixed fees for financial planning based on scope and complexity
$0 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually
Up to $450 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $9,000 per year minimum fee, may be waived at discretion Fee-only: Investment advisory fees based on assets under management; financial planning fees on hourly or fixed fee basis
Main office location
Accretive Wealth Partners, LLC
1 Gatehall Drive, Suite 207
Parsippany NJ 07054, United States
Number of offices
1
Most active in
California · Florida · Louisiana · Maryland · New Jersey · New York · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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