Managing Member, Managing Partner · Accretive Wealth Partners, LLC
Eric A. Furey
CRD 5584107 · Named on Form ADV at one SEC-registered adviser
At a glance
Accretive Wealth Partners, LLC, an SEC-registered wealth manager based in Parsippany, NJ with $505 million in regulatory assets, lists Eric A. Furey on its Form ADV as Managing Member, Managing Partner, a control person.
Firms and roles
- Accretive Wealth Partners, LLCManaging Member, Managing PartnerWealth manager · Parsippany, NJ · $505M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gary C. RibeManaging Member, Managing Partner, Chief Investment Officer, Chief Compliance Officer, Accretive Wealth Partners, LLC
- Stephen D. EspositoManaging Member, Managing Partner, Accretive Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.