Overview
Assets Under Management: $620 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 499
Average Client Assets: $1 million
Frequently Asked Questions
RIDGECREST WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311984), RIDGECREST WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
RIDGECREST WEALTH PARTNERS, LLC is headquartered in SAN RAFAEL, CA.
RIDGECREST WEALTH PARTNERS, LLC serves 499 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, RIDGECREST WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RIDGECREST WEALTH PARTNERS, LLC manages $620 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, RIDGECREST WEALTH PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 499
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.82
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 688
Discretionary Accounts: 468
Non-Discretionary Accounts: 220
Regulatory Filings
CRD Number: 311984
Last Filing Date: 2025-01-24 00:00:00
Website: https://tru-ind.com