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William John Ruh

CASTLE CREEK ADVISORS IV LLC·RANCHO SANTA FE, California
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 79TO, Series 99TOClean recordCASTLE CREEK ADVISORS IV LLC
6051 EL TORDO, RANCHO SANTA FE, CA 92067CRD# 2652681Firm CRD# 158079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William John Ruh · RANCHO SANTA FE, CA
Registration
CRD #2652681 · CASTLE CREEK ADVISORS IV LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CASTLE CREEK ADVISORS IV LLC
CRD 158079 · SEC 801-72923
AUM
$979M
Regulatory assets under management
Employees
10
7 client accounts
Services offered by CASTLE CREEK ADVISORS IV LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CASTLE CREEK ADVISORS IV LLC →
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Frequently Asked Questions

What services does William John Ruh offer?
William John Ruh specializes in Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are William John Ruh's credentials?
William John Ruh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Ruh located?
William John Ruh is based in RANCHO SANTA FE, California, working with CASTLE CREEK ADVISORS IV LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does William John Ruh charge for services?
William John Ruh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE CREEK ADVISORS IV LLC?
CASTLE CREEK ADVISORS IV LLC has approximately 10 employees and manages $979M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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