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Bruce Jay Dzieza

WILLOW CREEK WEALTH MANAGEMENT, INC.·SEBASTOPOL, California
Series 7, Series 63, Series 65Clean record27 years registeredWILLOW CREEK WEALTH MANAGEMENT, INC.
825 GRAVENSTEIN HWY. N., SEBASTOPOL, CA 95472CRD# 1326268Firm CRD# 109240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Jay Dzieza · SEBASTOPOL, CA
Registration
CRD #1326268 · WILLOW CREEK WEALTH MANAGEMENT, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

WILLOW CREEK WEALTH MANAGEMENT, INC.
Jun 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 18, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD 109240 · SEC 801-56562
AUM
$1.7B
Regulatory assets under management
Employees
20
2,760 client accounts
Services offered by WILLOW CREEK WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WILLOW CREEK WEALTH MANAGEMENT, INC. →
Introduction

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05

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 at WILLOW CREEK WEALTH MANAGEMENT, INC.

Teresa Douglas Mitchell
SEBASTOPOL, CA
Mark Francis Keating
SEBASTOPOL, CA
Heather Cary Belli
SEBASTOPOL, CA
Jason Richard Gittins
SEBASTOPOL, CA

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