Willow Creek Wealth Management

Is this your firm? Access your profile

business

Last updated: February 18th, 2020. Data source: SEC filings.

Views: 18. Downloads: 0. info_outline


Willow Creek Wealth Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 7 advisors. Willow Creek Wealth Management manages $1.0 billion and provides investment advisory services for 758 clients (1:109 advisor/client ratio). This firm does not have a disciplinary history.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline

The Trust algorithm did not surface any considerations for this firm. Checks take place monthly.

View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 14
Percentage of Advisors Trusted 88%
Minimum Investment $1,000,000
Average Client Balance $1,349,530
Total AUM $1.0 billion
Advisor / Client Ratio 1:109
Headquarters Sebastopol, CA
SEC Filings View SEC IAPD CRD #109240
State(s) Registered CA, NV, NH, NY, OR, TX, WA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×