Data / Investment advisers / New Jersey / Accretive Wealth Partners, LLC
Accretive Wealth Partners, LLC, Parsippany, NJ: $505 million AUM, SEC registered investment adviser
Accretive Wealth Partners, LLC is an SEC registered investment adviser with its main office in Parsippany, New Jersey and reports $505 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include high net worth individuals, individuals and banks and thrifts. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 299544
- SEC file number
- 801-117780
- SEC status
- Approved, effective December 10, 2019
- Main office
- 1 Gatehall Drive Suite 207, Parsippany, NJ 07054
- Phone
- (973) 970-2627
- Regulatory AUM
- $504,544,372 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $421,479,852
- Non discretionary AUM
- $83,064,520
- Accounts
- 704
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 142 | $447.8 million |
| Individuals (other than high net worth individuals) | 62 | $37.9 million |
| Banking or thrift institutions | Fewer than 5 | $16.7 million |
| Corporations or other businesses | Fewer than 5 | $1.5 million |
| Charitable organizations | Fewer than 5 | $747,811 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $504.5 million | March 3, 2026 |
| December 1, 2025 | $401.6 million | April 9, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Access Wealth | East Hanover | $539.1 million | Not listed | adviserinfo.sec.gov |
| Mountain Hill Investment Partners | Atlantic Highlands | $539 million | Not listed | adviserinfo.sec.gov |
| Mezzasalma Advisors | Tinton Falls | $534.4 million | Not listed | adviserinfo.sec.gov |
| Sophron Capital Management | Summit | $527.3 million | Not listed | adviserinfo.sec.gov |
| Alliance Wealth Management Group, LLC | Flemington | $517.4 million | Not listed | adviserinfo.sec.gov |
| Black Coral Financial Advisors, LLC | Mount Olive | $504.4 million | Not listed | adviserinfo.sec.gov |
| Scientech Research LLC | Jersey City | $498.8 million | 1 | adviserinfo.sec.gov |
| Cherrydale Wealth Management, LLC | Montclair | $495.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Accretive Wealth Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.