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Building 2WILLOW CREEK WEALTH MANAGEMENT, INC.

Map pinSEBASTOPOL, CA
Phone707-829-1146
NotebookSEC #801-56562
Total AUM
$2.3B
Employees
23
Clients
1,068

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
825 HIGHWAY 116, NORTH
STE. #5
SEBASTOPOL
CA 95472
United States
Operating Hours
8:30 - 5:00
FRIDAY 8:30 - 4:00
Phone
707-829-1146

ReceiptFinancials

Total AUM
$2.3B
Accounts
436
Discretionary
$2.2B
Accounts
387
Non-Discretionary
$134.5M
Accounts
49

ContactClients

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Individual Clients
468
AUM
$226.7M
HNW Individual Clients
561
AUM
$1.9B
Pension/Profit Sharing Plan Clients
2
AUM
$109.2M
Charitable Organization Clients
33
AUM
$32.5M
Corporation or Business Clients
4
AUM
$13.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMENCNHNMNVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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