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Managing Member, Managing Partner · Accretive Wealth Partners, LLC

Stephen D. Esposito

CRD 5568332 · 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 Stephen D. Esposito on its Form ADV as Managing Member, Managing Partner, a control person.

Firms and roles

AtlasMembers

Stephen’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

  • Gary C. RibeManaging Member, Managing Partner, Chief Investment Officer, Chief Compliance Officer, Accretive Wealth Partners, LLC
  • Eric A. FureyManaging 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 Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.