CRD: 299544
Accretive Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2019
- Office Locations
- 1
Office Locations
About Accretive Wealth Partners, LLC
Accretive Wealth Partners is an independent, fee-only fiduciary wealth management firm providing investment management and ongoing financial planning, including retirement, tax and estate planning coordination, and risk/insurance reviews without selling products. The team takes a relationship-first approach built around each client’s goals and values. Custody includes Charles Schwab, and its Client Alignment Program (CAP) offers a voluntary fee waiver designed to share economies of scale as the firm grows.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN DINO ESPOSITO
Managing Member, Managing Partner, Partner
- CRD
- #5568332
- Ownership
- 25% but less than 50%
ERIC ANTHONY FUREY
Managing Member, Managing Partner, Partner
- CRD
- #5584107
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JOHN CHRISTOPHER MOYNIHAN
Senior Wealth Advisor
- CRD
- #2533085
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $421,479,852 | $796,748 |
| Non-Discretionary | $83,064,520 | $474,654 |
| Total | $504,544,372 | $716,682 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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