Accretive Wealth Partners, Llc
- Regulatory AUM
- $505M
- Discretionary
- $421M
- Clients
- 204
- Avg AUM / client
- $2.5M
- Accounts
- 704
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 62 | $37.9M | 7.5% |
| High net worth individuals | 142 | $448M | 88.7% |
| Banking or thrift institutions | Fewer than 5 clients | $16.7M | 3.31% |
| Charitable organizations | Fewer than 5 clients | $748K | 0.15% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.29% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Christopher Ribe | Managing Member, Managing Partner, Chief Investment Officer, Chief Compliance Officer | CFP CFA | Nov 2018 (8y) | 25% – 50% |
| Eric Anthony Furey | Managing Member, Managing Partner | CFP CFA | Dec 2018 (8y) | 25% – 50% |
| Stephen Dino Esposito | Managing Member, Managing Partner | CFP | Dec 2018 (8y) | 25% – 50% |
| John Christopher Moynihan | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 915 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $486M (96% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 02, 2026.
View current Form ADV (SEC/IAPD) ↗