ACCRETIVE WEALTH PARTNERS, LLC
Firm details
- Headquarters
- PARSIPPANY, New Jersey
- CRD number
- 299544
- Registered since
- December 10, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.75%
- Individuals7.5%
- Banking / Thrift Institutions3.31%
- Corporations / Businesses0.29%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Accretive Wealth Partners, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2019. The firm is owned by an individual and positions itself as a capital allocator for private clients, focusing on individuals and families. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor, and it is not structured as a multi-state adviser or as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
1 of 1GARY RIBE
Chief Investment Officer and Managing PartnerCRD 4816798
Contacts
3 of 3JOHN MOYNIHAN
Senior Wealth AdvisorCRD 2533085
ERIC FUREY
Managing PartnerCRD 5584107
STEPHEN ESPOSITO
Managing PartnerCRD 5568332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$209M in ETFs
79%
$165M
3%
$43.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $18.5M | 43,487 | 8.86% |
Location
PARSIPPANY, NJ
MORRIS
Location
PARSIPPANY, NJ
Headquartered in PARSIPPANY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MORRIS
- Address
- 1 Gatehall Dr
- Time zone
- ET (UTC-5)
- Office locations
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