# Accretive Wealth Partners, LLC

> Accretive Wealth Partners, LLC is an SEC-registered investment advisory firm in Parsippany, NJ, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 299544
- Filed as: ACCRETIVE WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Parsippany, NJ
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299544
- AdvisorCensus page: https://advisorcensus.com/firm/accretive-wealth-partners-llc-parsippany-nj-299544

## Quick answers

**How is Accretive Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Accretive Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Accretive Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated June 2, 2026 states: Hourly rate: $450 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Accretive Wealth Partners, LLC located?**
Accretive Wealth Partners, LLC's principal office is in Parsippany, NJ, according to its Form ADV.

**Is Accretive Wealth Partners, LLC registered with the SEC or a state?**
Accretive Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299544.

**How much does Accretive Wealth Partners, LLC manage?**
Accretive Wealth Partners, LLC reports $504,544,372 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (84% discretionary).

**How have Accretive Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Accretive Wealth Partners, LLC: Regulatory assets under management: $192,816,316 in the October 2021 data and $504,544,372 in the October 2026 data, up 162%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Accretive Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (142); individuals (other than high net worth individuals) (62).

**Which custodians does Accretive Wealth Partners, LLC use?**
Accretive Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Accretive Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299544

**What changed in Accretive Wealth Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Hourly rate: $450 an hour (Financial planning services)

> AWP offers financial planning services either on an hourly or fixed fee basis. Hourly engagements range up to $450 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $504,544,372
- Discretionary: $421,479,852
- Non-discretionary: $83,064,520

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $37,853,141 |
| High net worth individuals | 142 | $447,776,379 |
| Banking or thrift institutions | Fewer than 5 | $16,705,273 |
| Charitable organizations | Fewer than 5 | $747,811 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,461,768 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accretivewealthpartners.com
- Facebook @AccretiveWealthPartners
- LinkedIn @accretive-wealth-partners
- X @accretivewp
- YouTube @AccretiveWealthPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,816,316 | 3 | March 15, 2021 |
| October 2022 | $266,437,504 | 3 | June 28, 2022 |
| October 2023 | $262,838,228 | 3 | March 17, 2023 |
| October 2024 | $323,242,329 | 3 | August 9, 2024 |
| October 2025 | $401,589,800 | 3 | April 9, 2025 |
| October 2026 | $504,544,372 | 3 | June 2, 2026 |

Regulatory assets under management: $192,816,316 in the October 2021 data and $504,544,372 in the October 2026 data, up 162%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in NH.

### May 2026
- Registered or notice-filed in MA, NC, VA.

### April 2026
- Regulatory assets under management went from $401,589,800 to $504,544,372 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accretive Wealth Partners, LLC (CRD 299544): Form ADV filing data as of October 2026.