WILLOW CREEK WEALTH MANAGEMENT, INC.
Latest filing: Mar 03, 2025 (117 days ago)
AUM
$1,945,693,378
14% change vs. 1 year ago
17% change vs. 3 years ago
90% change vs. 5 years ago
161% change vs. 10 years ago
Employee Count
21
5% change vs. 1 year ago
40% change vs. 3 years ago
50% change vs. 5 years ago
110% change vs. 10 years ago
Main Office
SEBASTOPOL, CA
825 HIGHWAY 116, NORTH, SEBASTOPOL, CA, UNITED STATES, 95472
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $0.1 |
| Total | $1.9 |
| Client | AUM |
|---|---|
| Retail | $1.8 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $1.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 467 | $0.2 |
| Average Individual AUM | $478,542 | |
| HNW | 497 | $1.6 |
| Average HNW AUM | $3,205,255 | |
| Retail Total | 964 | $1.8 |
| Average Retail AUM | $1,884,327 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.0 |
| PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $0.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.9 |
| Retail SMA AUM | $1.8 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 12% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 82% | $1.6 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BRUCE J. DZIEZA | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| BELLI, HEATHER, CARY | CHIEF COMPLIANCE OFFICER, PARTNER |
| DZIEZA, BRUCE, JAY | CHAIRMAN OF THE BOARD, PARTNER |
| GITTINS, JASON, RICHARD | DIRECTOR OF ADVISORY SERVICES, PARTNER |
| NOONAN, KELLY, A | CHIEF OPERATING OFFICER, CHEIF FINANCIAL OFFICER, PARTNER |
| KEATING, MARK, FRANCIS | CHIEF INVESTMENT OFFICER, PARTNER |
| ADMIRE, TIMOTHY, MICHAEL | PRESIDENT, CEO, PARTNER |
| HANSON, BEVERLY, ANNE | ASSISTANT COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RAWSON GULICK | SEBASTOPOL | CA | S63|2000-08-17 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON GITTINS | SEBASTOPOL | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| MARK KEATING | SEBASTOPOL | CA | S63|2000-11-20|S65|2008-02-25 | ||||||
| JACOB WEBER | SEBASTOPOL | CA | S66|2016-03-31|S63|2014-11-17 | CERTIFIED FINANCIAL PLANNER | |||||
| GRIFFIN SHEEHY | SEBASTOPOL | CA | S66|2016-02-23 | ||||||
| ERIC KEATING | SEBASTOPOL | CA | S63|1998-06-04|S65|2019-01-10 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID HOMAN | SEBASTOPOL | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| DAVID LAWRENCE | SEBASTOPOL | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| HEATHER BELLI | SEBASTOPOL | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| BRUCE DZIEZA | SEBASTOPOL | CA | S63|1987-02-13|S65|1994-11-18 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.9 | $0.0 | 0% | 21 | 0 | 0% |
| 2025-04-21 | $1.9 | $0.0 | 0% | 21 | 0 | 0% |
| 2024-04-02 | $1.7 | $0.2 | 14% | 20 | 1 | 5% |
| 2023-04-04 | $1.5 | $0.4 | 28% | 19 | 2 | 11% |
| 2022-04-01 | $1.7 | $0.3 | 17% | 15 | 6 | 40% |
| 2021-04-05 | $1.4 | $0.6 | 41% | 15 | 6 | 40% |
| 2020-04-01 | $1.0 | $0.9 | 90% | 14 | 7 | 50% |
| 2019-04-01 | $1.0 | $0.9 | 90% | 14 | 7 | 50% |
| 2018-04-02 | $1.0 | $0.9 | 86% | 13 | 8 | 62% |
| 2017-04-01 | $0.9 | $1.0 | 115% | 11 | 10 | 91% |
| 2016-04-01 | $0.8 | $1.2 | 149% | 11 | 10 | 91% |
| 2015-04-01 | $0.7 | $1.2 | 161% | 10 | 11 | 110% |
| 2014-04-01 | $0.7 | $1.3 | 193% | 9 | 12 | 133% |
| 2013-04-01 | $0.5 | $1.5 | 293% | 6 | 15 | 250% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-06/04/1999, CO-03/24/2023, NC-03/24/2023, NH-10/18/2018, NM-03/24/2023, NV-10/18/2018, NY-10/22/2013, OR-03/12/2012, TX-10/18/2018, WA-10/28/2016 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV