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WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD 109240 · SEC 801-56562
825 HIGHWAY 116, NORTH, STE. #5, SEBASTOPOL, CA, 95472, United States
Phone
707-829-1146
Fax
0
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.30B
Discretionary AUM
$2.17B
Team
23 total employees; 15 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 468 | $226.7M |
| High net worth individuals | 561 | $1.92B |
| Pension/profit sharing plans | 2 | $109.2M |
| Charitable organizations | 33 | $32.5M |
| Corporations/business entities | 4 | $13.4M |
States served
AZ, CA, CO, ME, NV, NM, NY, NC, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD