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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $267M | $5.1M | $262M | 4 | 0 |
| Nov 2024 | $232.3M | $3M | $229.3M | 4 | 0 |
| Aug 2024 | $232.3M | $3M | $229.3M | 4 | 0 |
| Mar 2024 | $232.3M | $3M | $229.3M | 4 | 0 |
| Mar 2023 | $197.8M | $3.6M | $194.2M | 4 | 0 |
| Jan 2023 | $179.9M | $6.5M | $173.4M | 4 | 0 |
| Jan 2022 | $179.9M | $6.5M | $173.4M | 4 | 0 |
| Jan 2022 | $179.9M | $6.5M | $173.4M | 4 | 0 |
| Oct 2021 | $150M | $129.9M | $20.1M | 4 | 0 |
| Oct 2021 | $150M | $129.9M | $20.1M | 3 | 0 |
| Mar 2021 | $150M | $129.9M | $20.1M | 3 | 0 |
| Jul 2020 | $124M | $109M | $15M | 3 | 0 |
| Jul 2020 | $124M | $109M | $15M | 3 | 0 |
| Jun 2020 | $124M | $109M | $15M | 3 | 0 |
| Jun 2020 | $124M | $109M | $15M | 3 | 0 |
| Apr 2020 | $124M | $109M | $15M | 2 | 0 |
DateMar 2025
Total AUM$267M
Discretionary$5.1M
Non-Disc.$262M
Employees4
Clients0
DateNov 2024
Total AUM$232.3M
Discretionary$3M
Non-Disc.$229.3M
Employees4
Clients0
DateAug 2024
Total AUM$232.3M
Discretionary$3M
Non-Disc.$229.3M
Employees4
Clients0
DateMar 2024
Total AUM$232.3M
Discretionary$3M
Non-Disc.$229.3M
Employees4
Clients0
DateMar 2023
Total AUM$197.8M
Discretionary$3.6M
Non-Disc.$194.2M
Employees4
Clients0
DateJan 2023
Total AUM$179.9M
Discretionary$6.5M
Non-Disc.$173.4M
Employees4
Clients0
DateJan 2022
Total AUM$179.9M
Discretionary$6.5M
Non-Disc.$173.4M
Employees4
Clients0
DateJan 2022
Total AUM$179.9M
Discretionary$6.5M
Non-Disc.$173.4M
Employees4
Clients0
DateOct 2021
Total AUM$150M
Discretionary$129.9M
Non-Disc.$20.1M
Employees4
Clients0
DateOct 2021
Total AUM$150M
Discretionary$129.9M
Non-Disc.$20.1M
Employees3
Clients0
DateMar 2021
Total AUM$150M
Discretionary$129.9M
Non-Disc.$20.1M
Employees3
Clients0
DateJul 2020
Total AUM$124M
Discretionary$109M
Non-Disc.$15M
Employees3
Clients0
DateJul 2020
Total AUM$124M
Discretionary$109M
Non-Disc.$15M
Employees3
Clients0
DateJun 2020
Total AUM$124M
Discretionary$109M
Non-Disc.$15M
Employees3
Clients0
DateJun 2020
Total AUM$124M
Discretionary$109M
Non-Disc.$15M
Employees3
Clients0
DateApr 2020
Total AUM$124M
Discretionary$109M
Non-Disc.$15M
Employees2
Clients0