Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680431551
SEC advisor number
801-56562
FINRA CRD number
109240
AUM ?
$1.71 bn
(as of 25 Mar 24)
Accounts
2,760
(as of 25 Mar 24)
Employees
20
(14 investment advisory or research)
Address
Willow Creek Wealth Management
825 GRAVENSTEIN HWY NO., STE 5
SEBASTOPOL
CA 95472
825 GRAVENSTEIN HWY NO., STE 5
SEBASTOPOL
CA 95472
Phone
707 829-1146
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Apr 24
13F-HR
Quarterly holdings report by institutional manager
20 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Mar 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Mar 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21