RIDGECREST WEALTH PARTNERS, LLC

SAN RAFAEL, California·2 registered advisors·CRD# 311984
SEC# 801-1200531415-260-2616
01

Firm Overview

AUM
$543M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RIDGECREST WEALTH PARTNERS, LLC

2 registered advisors
Christopher J Coble
MILL VALLEY, California
Steven Kent Romjue
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
2 advisors

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Data sourced from SEC Form ADV filings. RIDGECREST WEALTH PARTNERS, LLC (CRD# 311984) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.