# Accretive Wealth Partners

Accretive Wealth Partners is a Bank / Wealth / Trust based in Parsippany, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Parsippany, United States
- **Region:** North America
- **Address:** Jersey City, NJ, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** accretivewealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/accretive-wealth-partners

## Regulatory record

- **CRD number:** 299544
- **SEC file number:** 801-117780
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299544

## About

Accretive Wealth Partners is an SEC-registered investment adviser in Parsippany, NJ, registered since 2019. The firm manages $505 million in assets, with $421 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### How does Accretive Wealth Partners charge for its services?

Accretive is a fee-only firm, compensated solely by its clients. It receives no commissions, referral fees, or third-party payments. The firm charges an asset-based advisory fee with a $5,000 annual minimum, and it has built a voluntary Client Alignment Program fee waiver that passes economies of scale back to clients as assets grow (per the firm).

### Who custodies client assets at Accretive Wealth Partners?

The firm's current custody relationship is with Charles Schwab. Accretive does not custody any client assets directly, which separates the advisory function from asset safekeeping and is standard practice for independent RIAs of its size (per the firm).

### What is the minimum relationship size to become a client of Accretive?

Accretive targets households with aggregate account values of $1 million or greater. For investment management services, the firm applies a $5,000 minimum annual advisory fee. This threshold effectively screens for high-net-worth families seeking a comprehensive wealth-management relationship, not a transaction-based brokerage account (per the firm).

### Does Accretive Wealth Partners sell insurance or earn referral fees?

No. Accretive reviews insurance coverages as part of its risk-management service but explicitly does not sell any insurance or collect referral fees. This means the firm can focus on selecting the most efficient risk-management tools without a sales incentive (per the firm).

## Related profiles

- [Abacus Partners](https://altss.com/profile/abacus-partners)
- [ACE Partners](https://altss.com/profile/ace-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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