ACCRUENT WEALTH ADVISORS

Overview

Accruent Wealth Advisors is an independent registered investment adviser that focuses on serving individual and family clients through financial planning and discretionary portfolio management. The firm uses a fee model that includes a percentage of AUM, hourly billing and fixed fees, and favors liquid public funds as the core building blocks of client portfolios. Accruent does not identify as an active ESG investor and is organized under individual ownership. Registered with the SEC in 2020, the firm positions itself as a straightforward wealth manager rather than a capital allocator or institutional consultant. Investment activity centers on diversified public fund exposure supplemented by targeted allocations to real estate through third‑party managers. Portfolios appear to be constructed around mutual funds and other pooled public vehicles as the primary sleeve, with real estate used to provide diversification away from public equities and fixed income.

Assets & Accounts

Investments & Alternatives

Location & Offices