Willow Creek Wealth Management, Inc.

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.2B

94% of AUM

Avg account

$5.3M

Accounts

436

Employees

Advisory reps

Firm details

Headquarters: Sebastopol, California
CRD number: 109240
Registered since: May 1, 1999
Website: willowcreekwealth.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.42%
Individuals9.85%
Pension & Profit Sharing Plans4.74%
Charitable Organizations1.41%
Corporations / Businesses0.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Willow Creek Wealth Management, Inc. is an independent, individual-owned registered investment adviser; its SEC registration dates to 1999. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus educational seminars and workshops. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Willow Creek does not identify as an active ESG investor and is not positioned as a capital allocator; it works with third-party managers for select alternative exposures. Industry recognition cited in public sources includes placements on FA Magazine’s Top RIA Firms list (2020), investor.com’s Top RIA Firms to Watch (2020), and CNBC’s Top 100 Financial Advisory Firms (2021).