Willow Creek Wealth Management, Inc.
Willow Creek Wealth Management, Inc. (CRD# 109240) is a financial advisory firm headquartered in Sebastopol, CA. They manage $1,712,681,987 in 2,760 accounts and serve the financial needs of clients across 10 states (or territories).
-
Total Assets Under Management1,713MILLION
-
Total Number of Accounts2,760ACCOUNTS
-
Average Account Value$620,537
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, NC, NH, NM, NV, NY, OR, TX, WA
Heather Belli (CRD# 2946449) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry.
Bruce Dzieza (CRD# 1326268) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 37 years of experience in the finance industry.
Jason Gittins (CRD# 2798508) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry.
David Homan (CRD# 6180968) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry.
Eric Keating (CRD# 2965591) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 25 years of experience in the finance industry.
Mark Keating (CRD# 4246668) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 23 years of experience in the finance industry.
David Lawrence (CRD# 2619610) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry.
Griffin Sheehy (CRD# 6217235) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 8 years of experience in the finance industry.
Jacob Weber (CRD# 6381213) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 9 years of experience in the finance industry.
Rawson Gulick (CRD# 4064404) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 23 years of experience in the finance industry.