Accretive Wealth Management

Financial Services • San Ramon, California, United States • 1-10 Employees

Company overview

Headquarters	12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583, US
Phone number	+19253651347
Website	accretivewealth.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Investment Management, Pension Planning, Investment Strategies, Financial Advsiors
Founded	2012
Employees	1-10
Socials

Key Contact at Accretive Wealth Management

Faraz Sattar

Ceo & Managing Partner

Accretive Wealth Management Email Formats

Accretive Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@accretivewealth.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@accretivewealth.com	57.1%
{first name}.{last name}	john.doe@accretivewealth.com	42.9%

About Accretive Wealth Management

Accretive Wealth Management, LLC (AWM) is a Registered Investment Adviser in San Ramon, California. It was founded in 2012 on the principle that understanding your current financial situation is vital to making smart, prudent decisions for your future. We invest exclusively in private investments. Our investment strategy uses three guiding principles: • Income & growth • Low correlation to public markets • Recession resilience Visit our website to learn more: https://www.accretivewealth.com/

Accretive Wealth Management revenue & valuation

Annual revenue	$2,285,137
Revenue per employee	$327,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Senior

C-Suite

Entry

Employees by Department

Accretive Wealth Management has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Accretive Wealth Management has never raised funding before.

Accretive Wealth Management Tech Stack

Discover the technologies and tools that power Accretive Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

Accretive Wealth Management is located in San Ramon, California, US.

You can reach Accretive Wealth Management at +19253651347.

Accretive Wealth Management was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Accretive Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Accretive Wealth Management

Faraz Sattar

Ceo & Managing Partner

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