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Heather Cary Belli

WILLOW CREEK WEALTH MANAGEMENT, INC.·SEBASTOPOL, California
Clean record21 years registeredWILLOW CREEK WEALTH MANAGEMENT, INC.
825 GRAVENSTEIN HWY. N., SEBASTOPOL, CA 95472CRD# 2946449Firm CRD# 109240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Cary Belli · SEBASTOPOL, CA
Registration
CRD #2946449 · WILLOW CREEK WEALTH MANAGEMENT, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

WILLOW CREEK WEALTH MANAGEMENT, INC.
Mar 2005 – present
02

Registrations & Exams

Registration record
First registered · March 16, 2005
Years registered · 21
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 Heather Cary Belli offer?
Heather Cary Belli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEBASTOPOL, California for a consultation.
What are Heather Cary Belli's credentials?
Heather Cary Belli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Cary Belli located?
Heather Cary Belli 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 Heather Cary Belli charge for services?
Heather Cary Belli'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
Bruce Jay Dzieza
SEBASTOPOL, CA
Jason Richard Gittins
SEBASTOPOL, CA

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