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RIDGECREST WEALTH PARTNERS, LLC
CRD 311984 · SEC 801-120053
851 IRWIN ST, #225C, SAN RAFAEL, CA, 94901, United States
Phone
415-227-2881
Fax
415-227-2882
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$705.1M
Discretionary AUM
$522.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $39.4M |
| High net worth individuals | 579 | $663.9M |
| Charitable organizations | 4 | $1.3M |
| Corporations/business entities | 1 | $477K |
States served
CA, CO, LA, NY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD