Accretive Wealth Management Company Profile, Contacts & Intelligence

Financial Services12657 Alcosta Boulevard8 employeesFounded 2012
4 contacts with email or phone data4 with email data1 with phone data
View verified contacts Compare competitors
Employees
8
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
2
Mapped contact coverage

Accretive Wealth Management Overview

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/

Headquarters
12657 Alcosta Boulevard
Website
accretivewealth.com
Industry
Financial Services
Founded
2012
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Investment Management Investment Strategies Financial Planning Wealth Management Financial Advsiors Pension Planning

Accretive Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Accretive Wealth Management's company email domain.
Finance
1
Executive
1

Accretive Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Sadaf Mahmood Sattar
Partner at Accretive Wealth Management
E
T
Tej Anand, Chfc®
Wealth Advisor & Financial Planner
E
F
Faraz Sattar
Founder & Managing Partner at Accretive
EP
R
Rizwan Ibrahim, Cfa, Caia, Cipm, Cfp®
E

Accretive Wealth Management Workforce Composition

Seniority breakdown across 3 visible profiles.

Individual contributor
2
Executive
1

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