Accretive Wealth Management, Llc
- Regulatory AUM
- $291M
- Discretionary
- $6.9M
- Clients
- 220
- Avg AUM / client
- $1.3M
- Accounts
- 377
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $242K | 0.08% |
| High net worth individuals | 177 | $224M | 77.2% |
| Pension and profit sharing plans | 20 | $36.3M | 12.5% |
| Charitable organizations | 8 | $10.5M | 3.61% |
| Corporations and other businesses | 11 | $19.2M | 6.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Humana Retirement Savings Plan Humana Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Faraz Sattar | Managing Member/Chief Compliance Officer | May 2012 (14y) | 25% – 50% | |
| Sattar, Sadaf | Owner | Jun 2013 (13y) | 25% – 50% | |
| Sanchi Ranyal | Registered representative | CFP | Nov 2025 (1y) | |
| Rizwan Ibrahim | Registered representative | CFP CFA | Dec 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Equity Trust Company $43.8M (15% of AUM) Jun 2026
- Charles Schwab & Co. $41.4M (14% of AUM) Jun 2026
- Inspira Financial $41.2M (14% of AUM) Jun 2026
- Millennium Trust Company, Llc $5.2M (3% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗