Tejpartab Anand
Accretive Wealth Management · San Ramon, California
Tejpartab Anand is a fee-only financial advisor at Accretive Wealth Management in San Ramon, California. Tejpartab focuses on equity compensation. Accretive Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Accretive Wealth Management |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $290.7M across 377 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7449620 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.accretivewealth.com |
How Tejpartab's firm compares
- Accretive Wealth Management's average account is about $771,000, from its Form ADV (assets managed divided by 377 accounts).
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Questions about Tejpartab
Is Tejpartab Anand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tejpartab holds no broker registration, and Accretive Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tejpartab charge for financial advice?
Tejpartab's firm, Accretive Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Tejpartab Anand based?
Tejpartab Anand is based in San Ramon, California.
What does Tejpartab specialize in?
Tejpartab's specialties include equity compensation.
Is Tejpartab Anand registered with the SEC?
Yes. Tejpartab Anand is registered as an investment adviser representative in CA (CRD 7449620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Accretive Wealth Management manage?
Accretive Wealth Management reports $290.7M across 377 accounts in assets under management.
How do I contact Tejpartab Anand?
Through Tejpartab's website, www.accretivewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Accretive Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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