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Managing Member/chief Compliance Officer · Accretive Wealth Management, LLC

Faraz Sattar

CRD 2953616 · Named on Form ADV at one SEC-registered adviser

At a glance

Accretive Wealth Management, LLC, an SEC-registered wealth manager based in SAN Ramon, CA with $291 million in regulatory assets, lists Faraz Sattar on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Faraz’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Faraz’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.