RIDGECREST WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$705,146,641
Discretionary
$522,290,132
Non-discretionary
$182,856,509
Firm details
- CRD number
- 311984
- SEC file number
- 801-120053
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://RIDGECRESTWP.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.