Ridgecrest Wealth Partners, LLC
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 311984
- Registered since
- January 4, 2021
- Website
- ridgecrestwp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.15%
- Individuals5.59%
- Charitable Organizations0.19%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ridgecrest Wealth Partners, LLC is an independent registered investment adviser that began its SEC registration in 2021. Organized as an LLC under individual ownership, the firm serves both individual and family clients as well as institutional investors. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Ridgecrest operates as a capital allocator and also provides insurance brokerage services. Fees are charged on a percentage-of-AUM basis and via fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds36%
- Exchange Traded Equities25%
- US Government Bonds24%
- Cash & Cash Equivalents9%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$73.4M in ETFs
84%
$61.9M
2%
$11.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $14M | 185,594 | 19.07% |
Location
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 851 Irwin St
- Time zone
- PT (UTC-8)
- Office locations
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