WILLOW CREEK WEALTH MANAGEMENT, INC.
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
FINTRXOverview
Willow Creek Wealth Management, Inc. is an independent, SEC-registered RIA that has been operating since 1999 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm also runs educational seminars and workshops for clients and prospects. Investment policy emphasizes public investment vehicles rather than proprietary products; the firm is not classified as an active ESG investor and does not act as a capital allocator. Willow Creek has been recognized in industry listings, including mentions in FA Magazine (2020), investor.com (2020), and CNBC’s Top 100 Financial Advisory Firms (2021).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
3 of 4HEATHER BELLI
Chief Compliance Officer, Managing PartnerCRD 2946449
KELLY NOONAN
COO, CFO and Managing PartnerCRD 2798510
TIMOTHY ADMIRE
President and CEOCRD 7085650
Contacts
3 of 9DAVID LAWRENCE
Senior Wealth AdvisorCRD 2619610
DAVID HOMAN
Partner, Wealth AdvisorCRD 6180968
BRUCE DZIEZA
FounderCRD 1326268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$1.4B in ETFs
57%
$772M
42%
$580M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $125M | 2,153,099 | 9.27% |
Location
SEBASTOPOL, CA
SONOMA
Location
SEBASTOPOL, CA
Headquartered in SEBASTOPOL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 825 Hwy 116 N
- Time zone
- PT (UTC-8)
- Office locations
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