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Last updated: February 18th, 2020. Data source: SEC filings.
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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.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||14|
|Percentage of Advisors Trusted||88%|
|Average Client Balance||$1,349,530|
|Total AUM||$1.0 billion|
|Advisor / Client Ratio||1:109|
|SEC Filings||View SEC IAPD CRD #109240|
|State(s) Registered||CA, NV, NH, NY, OR, TX, WA|