WILLOW CREEK WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$2,302,546,240
Discretionary
$2,168,007,644
Non-discretionary
$134,538,596
Firm details
- CRD number
- 109240
- SEC file number
- 801-56562
- Main office
- SEBASTOPOL, CA, United States
- Employees
- 23
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.