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Bruce Jay Dzieza

WILLOW CREEK WEALTH MANAGEMENT, INC.·SEBASTOPOL, California
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825 GRAVENSTEIN HWY. N., SEBASTOPOL, CA 95472CRD# 1326268Firm CRD# 109240
01

About

Bruce Jay Dzieza is a registered financial advisor based in SEBASTOPOL, California, affiliated with WILLOW CREEK WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WILLOW CREEK WEALTH MANAGEMENT, INC.
WILLOW CREEK WEALTH MANAGEMENT, INC.
AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at WILLOW CREEK WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1326268
Firm CRD# 109240
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Jay Dzieza offer?
Bruce Jay Dzieza specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEBASTOPOL, California for a consultation.
What are Bruce Jay Dzieza's credentials?
Bruce Jay Dzieza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Jay Dzieza located?
Bruce Jay Dzieza is based in SEBASTOPOL, California, working with WILLOW CREEK WEALTH MANAGEMENT, INC.. Their office serves clients in the SEBASTOPOL metropolitan area and surrounding communities.
How does Bruce Jay Dzieza charge for services?
Bruce Jay Dzieza's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLOW CREEK WEALTH MANAGEMENT, INC.?
WILLOW CREEK WEALTH MANAGEMENT, INC. has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SEBASTOPOL
Andrew Adam Parker Taggart — THOUGHTFUL MONEY LLCAshley Smith Taggart — GREYLOCK PEAK INVESTMENTS, LLCHeather Cary Belli — WILLOW CREEK WEALTH MANAGEMENT, INC.Jason Richard Gittins — WILLOW CREEK WEALTH MANAGEMENT, INC.Kelly A Noonan — WILLOW CREEK WEALTH MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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