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Building 2RIDGECREST WEALTH PARTNERS, LLC

Map pinSAN RAFAEL, CA
Phone415-227-2881
NotebookSEC #801-120053
Total AUM
$705.1M
Employees
3
Clients
744

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
851 IRWIN ST
#225C
SAN RAFAEL
CA 94901
United States
Operating Hours
6:30AM TO 5:00 PM
Monday - Friday
Phone
415-227-2881
Other Offices
1

ReceiptFinancials

Total AUM
$705.1M
Accounts
744
Discretionary
$522.3M
Accounts
612
Non-Discretionary
$182.9M
Accounts
132

ContactClients

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Individual Clients
160
AUM
$39.4M
HNW Individual Clients
579
AUM
$663.9M
Charitable Organization Clients
4
AUM
$1.3M
Corporation or Business Clients
1
AUM
$476.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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