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Accretive Wealth Management, LLC CRD 164341
$291M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-06 |
Branch Locations
12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583 • United States
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-06 |
| TX | RA | APPROVED | 2025-10-01 |
| NY | RA | APPROVED | 2025-05-19 |
Branch Locations
Denver, CO • United States
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accretive Wealth Management, Llc | San Ramon | CA | 07/2023 | 04/2025 |
| Accretive Wealth Management | San Ramon | CA | 02/2020 | 04/2025 |
| Na | Na | NL | 07/2012 | 02/2020 |
| Fruitful Advisory, Llc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
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