Ridgecrest Wealth Partners, LLC

Ridgecrest Wealth Partners, LLC (CRD# 311984) is a financial advisory firm headquartered in Mill Valley, CA. They manage $542,783,815 in 653 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
516 Summit Ave, Mill Valley, CA 94941
https://ridgecrestwp.com/
By the Numbers
  • Total Assets Under Management
    543
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $831,216
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NY, TX, WA

Financial Advisors at Ridgecrest Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Romjue, financial advisor Mill Valley CA
Steven K. Romjue
CRD#: 1822291
516 Summit Ave, Mill Valley, CA 94941

Steven Romjue (CRD# 1822291) is an Investment Advisor Representative working at Ridgecrest Wealth Partners, LLC in Mill Valley, CA and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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