Accretive Wealth Management

  • Financial Services
  • San Ramon CA
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
12657 Alcosta Boulevard Suite 150, San Ramon CA
Website
accretivewealth.com
Phone
(925) 365-****
Employees
7
Founded in
2012
Industry
Financial Services
NAICS Codes
56 - Administrative and Support and Waste Management and Remediation Services
561 - Administrative and Support Services
5611 - Office Administrative Services
56111 - Office Administrative Services
561110 - Office Administrative Services
SIC Codes
87 - Engineering, Accounting, Research, Management, and Related Services
874 - Management and Public Relations Services
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Financials & Stats

Revenue

$1B

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Who is Accretive Wealth Management

Accretive Wealth Management, LLC (AWM) is a Registered Investment Adviser based in San Ramon, California. Founded in 2012, the firm is a small company with four employees and generates an annual revenue of $2.5 million. AWM specializes in providing investment management services, exclusively focusing on private investments. Their investment strategy centers around three core principles: generating income and growth, achieving low correlation to public markets, and building a portfolio that exhibits resilience during economic downturns. The company aims to help clients make informed financial decisions by first thoroughly understanding their current financial standing and future goals. For more information about Accretive Wealth Management and their investment strategies, please visit their website at www.accretivewealth.com/.

Company Leadership

Faraz Sattar

CEO & Managing Partner

Phone Email

Accretive Wealth Management Industry Tags

Financial Planning
Investment Management
Investment Strategies
Insurance Services
Small Business Pension Consulting
Financial Services
Financial Advisory Services
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Accretive Wealth Management Tech Stack

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FAQ

What is the location of Accretive Wealth Management's headquarters?
The headquarters of Accretive Wealth Management are situated at 12657 Alcosta Boulevard Suite 150, San Ramon CA
What is Accretive Wealth Management's phone number?
Accretive Wealth Management's contact number is (925) 365-****.
What is Accretive Wealth Management's official website?
The official website of Accretive Wealth Management can be found at accretivewealth.com.
What is Accretive Wealth Management's current revenue?
As of December 2015, Accretive Wealth Management's annual revenue reached $1B.
How many employees does Accretive Wealth Management currently have?
Accretive Wealth Management employs approximately 7+ people as of December 2015
Which industries is Accretive Wealth Management primarily operating in?
Accretive Wealth Management operates in the following industries: Finance, Credit
Who is the CEO & Managing Partner of Accretive Wealth Management?
Accretive Wealth Management's CEO & Managing Partner is Faraz Sattar
What are Accretive Wealth Management's industry tags?
Accretive Wealth Management's industry tags include: Financial Planning, Investment Management, Investment Strategies
When was Accretive Wealth Management founded?
Accretive Wealth Management was founded in 2012.

Employee Directory

Key Employees

Sadaf Sattar

Partner

Phone Email