ACCRETIVE WEALTH MANAGEMENT, LLC
CRD #164341 SEC #801-118792 SAN RAMON, CA 925-365-1533
SEC Registered
Total AUM
$267M
Discretionary
$5.1M
Employees
4
Clients
10
Accounts
548
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, FARAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C | |
| SATTAR, SADAF | I | OWNER | C |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
12657 ALCOSTA BOULEVARD, SUITE 150SAN RAMON, CA 94583
United States
Phone: 925-365-1533