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, 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).
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$1.6B in ETFs
56%
$897M
43%
$699M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $150M | 2,257,538 | 9.40% |
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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