Willow Creek Wealth Management Review


Trust Score 98%
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Last updated: May 16th, 2019. Data source: SEC filings.

Willow Creek Wealth Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 8 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.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,349,530
Hybrid Advisor No
Disciplinary History No
Total AUM $1.0 billion
Advisor / Client Ratio 1:109
Headquarters Sebastopol, CA
SEC Filings Forms and Brochures    (CRD # 109240)
State(s) Registered CA, NV, NH, NM, NY, OR, TX, WA


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