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WILLOW CREEK WEALTH MANAGEMENT, INC.
WILLOW CREEK WEALTH MANAGEMENT, INC.
SEBASTOPOL, California
·
8 registered advisors
·
CRD# 109240
SEC# 801-56562
0
707-829-1146
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WILLOW CREEK WEALTH MANAGEMENT, INC.
8 registered advisors
Beverly Anne Hanson
SEBASTOPOL, California
CRD# 7251278
Bruce Jay Dzieza
SEBASTOPOL, California
CRD# 1326268
Heather Cary Belli
SEBASTOPOL, California
CRD# 2946449
Jason Richard Gittins
SEBASTOPOL, California
CRD# 2798508
Kelly A Noonan
SEBASTOPOL, California
CRD# 2798510
Mark Francis Keating
SEBASTOPOL, California
CRD# 4246668
Teresa Douglas Mitchell
SEBASTOPOL, California
CRD# 5498716
Timothy Michael Admire
SEBASTOPOL, California
CRD# 7085650
05
Office Locations
SEBASTOPOL, California
8 advisors
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Data sourced from SEC Form ADV filings. WILLOW CREEK WEALTH MANAGEMENT, INC. (CRD# 109240) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.