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CREEKSIDE PARTNERS
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
CRD 125401 · SEC 801-68879
775 BAYWOOD DRIVE, SUITE 306, PETALUMA, CA, 94954, United States
Phone
707-769-7820
Fax
925-871-1614
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$553.4M
Discretionary AUM
$553.4M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $47.3M |
| High net worth individuals | 147 | $476.1M |
States served
CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD