Ridgecrest Wealth Partners, LLC
● SEC registered since 2021CRD 311984SEC# 801-120053San Rafael, CA
Reg. AUM
$705.1M
Employees
3
Accounts
744
Location
San Rafael, CA
Ridgecrest Wealth Partners, LLC assets under management
Ridgecrest Wealth Partners, LLC is an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2021. It reports $705.1 million in regulatory assets under management and employs 3 people.
Ridgecrest Wealth Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher J Coble Control | Partner | 25-50% | 2021 |
| Michelle Lea Eldridge Control | Chief Compliance Officer | Under 5% | 2023 |
| Steven Kent Romjue Control | Founder/Managing Director | 50-75% | 2020 |
Frequently asked questions
How much does Ridgecrest Wealth Partners, LLC manage?
Ridgecrest Wealth Partners, LLC reports $705.1 million in regulatory assets under management on its Form ADV.
How many employees does Ridgecrest Wealth Partners, LLC have?
Ridgecrest Wealth Partners, LLC reports 3 employees.
Where is Ridgecrest Wealth Partners, LLC located?
Ridgecrest Wealth Partners, LLC is based in San Rafael, CA and has been SEC-registered since 2021.
Does Ridgecrest Wealth Partners, LLC disclose fund performance?
Ridgecrest Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 851 Irwin St, #225c, San Rafael, CA 94901 |
| Phone | 415-227-2881 |
| Fax | 415-227-2882 |
| Office hours | 6:30a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1860719 |
| Discloses disciplinary history | No |
Regulatory AUM
$705.1M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$705.1Mregulatory AUM
Discretionary $522.3MNon-discretionary $182.9M