ACCRETIVE WEALTH PARTNERS, LLC
CRD #299544 SEC #801-117780 PARSIPPANY, NJ (973) 970-2627
SEC Registered
Total AUM
$401.6M
Discretionary
$367.2M
Employees
3
Clients
26
Accounts
627
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $401.6M | $367.2M | $34.4M | 3 | 0 |
| Mar 2025 | $401.6M | $367.2M | $34.4M | 3 | 0 |
| Aug 2024 | $323.2M | $300.8M | $22.5M | 3 | 0 |
| Mar 2024 | $323.2M | $300.8M | $22.5M | 3 | 0 |
| Mar 2024 | $323.2M | $300.8M | $22.5M | 3 | 0 |
| Mar 2024 | $323.2M | $300.8M | $22.5M | 3 | 0 |
| Mar 2023 | $262.8M | $246M | $16.8M | 3 | 0 |
| Nov 2022 | $266.4M | $250.5M | $16M | 3 | 0 |
| Jun 2022 | $266.4M | $250.5M | $16M | 3 | 0 |
| Mar 2022 | $266.4M | $250.5M | $16M | 3 | 0 |
| Mar 2022 | $266.4M | $250.5M | $16M | 3 | 0 |
| Dec 2021 | $192.8M | $189.6M | $3.2M | 3 | 0 |
| Mar 2021 | $192.8M | $189.6M | $3.2M | 3 | 0 |
| Dec 2020 | $118.6M | $115.3M | $3.3M | 3 | 0 |
| Jun 2020 | $118.6M | $115.3M | $3.3M | 3 | 0 |
| Mar 2020 | $118.6M | $115.3M | $3.3M | 3 | 0 |
| Feb 2020 | $108.4M | $105.2M | $3.2M | 3 | 0 |
| Jan 2020 | $108.4M | $105.2M | $3.2M | 3 | 0 |
| Dec 2019 | $108.4M | $105.2M | $3.2M | 3 | 0 |
| Nov 2019 | $108.4M | $105.2M | $3.2M | 3 | 0 |
| Nov 2019 | $108.4M | $105.2M | $3.2M | 3 | 0 |
| Apr 2019 | $63.2M | $62.6M | $670.5K | 3 | 0 |
| Mar 2019 | $63.2M | $62.6M | $670.5K | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 2 | 0 |
| Nov 2018 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$401.6M
Discretionary$367.2M
Non-Disc.$34.4M
Employees3
Clients0
DateMar 2025
Total AUM$401.6M
Discretionary$367.2M
Non-Disc.$34.4M
Employees3
Clients0
DateAug 2024
Total AUM$323.2M
Discretionary$300.8M
Non-Disc.$22.5M
Employees3
Clients0
DateMar 2024
Total AUM$323.2M
Discretionary$300.8M
Non-Disc.$22.5M
Employees3
Clients0
DateMar 2024
Total AUM$323.2M
Discretionary$300.8M
Non-Disc.$22.5M
Employees3
Clients0
DateMar 2024
Total AUM$323.2M
Discretionary$300.8M
Non-Disc.$22.5M
Employees3
Clients0
DateMar 2023
Total AUM$262.8M
Discretionary$246M
Non-Disc.$16.8M
Employees3
Clients0
DateNov 2022
Total AUM$266.4M
Discretionary$250.5M
Non-Disc.$16M
Employees3
Clients0
DateJun 2022
Total AUM$266.4M
Discretionary$250.5M
Non-Disc.$16M
Employees3
Clients0
DateMar 2022
Total AUM$266.4M
Discretionary$250.5M
Non-Disc.$16M
Employees3
Clients0
DateMar 2022
Total AUM$266.4M
Discretionary$250.5M
Non-Disc.$16M
Employees3
Clients0
DateDec 2021
Total AUM$192.8M
Discretionary$189.6M
Non-Disc.$3.2M
Employees3
Clients0
DateMar 2021
Total AUM$192.8M
Discretionary$189.6M
Non-Disc.$3.2M
Employees3
Clients0
DateDec 2020
Total AUM$118.6M
Discretionary$115.3M
Non-Disc.$3.3M
Employees3
Clients0
DateJun 2020
Total AUM$118.6M
Discretionary$115.3M
Non-Disc.$3.3M
Employees3
Clients0
DateMar 2020
Total AUM$118.6M
Discretionary$115.3M
Non-Disc.$3.3M
Employees3
Clients0
DateFeb 2020
Total AUM$108.4M
Discretionary$105.2M
Non-Disc.$3.2M
Employees3
Clients0
DateJan 2020
Total AUM$108.4M
Discretionary$105.2M
Non-Disc.$3.2M
Employees3
Clients0
DateDec 2019
Total AUM$108.4M
Discretionary$105.2M
Non-Disc.$3.2M
Employees3
Clients0
DateNov 2019
Total AUM$108.4M
Discretionary$105.2M
Non-Disc.$3.2M
Employees3
Clients0
DateNov 2019
Total AUM$108.4M
Discretionary$105.2M
Non-Disc.$3.2M
Employees3
Clients0
DateApr 2019
Total AUM$63.2M
Discretionary$62.6M
Non-Disc.$670.5K
Employees3
Clients0
DateMar 2019
Total AUM$63.2M
Discretionary$62.6M
Non-Disc.$670.5K
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0