CRD: 164341
Accretive Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Equity Trust · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2012
- Office Locations
- 1
Office Locations
About Accretive Wealth Management, LLC
Accretive Wealth Management is a San Ramon, CA wealth manager (founded 2012) providing financial planning and investment planning for individuals, families, and business owners. Its “Accretive Method” emphasizes income, low-correlation, and recession-aware allocations and uses a curated lineup of third-party managers—31 current investments and 47 managers used since inception—including large alternatives platforms such as Blackstone and Blue Owl.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
FARAZ SATTAR
Chief Compliance Officer, Managing Member
- CRD
- #2953616
- Ownership
- 25% but less than 50%
SADAF SATTAR
Owner, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Rizwan Ibrahim
Senior Wealth Advisor CFA, CAIA, CIPM, CFP®
- CRD
- #7251392
Sanchi Ranyal
CFP® Professional
- CRD
- #7781828
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,883,000 | $215,094 |
| Non-Discretionary | $283,783,725 | $822,562 |
| Total | $290,666,725 | $770,999 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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