Willow Creek Wealth Management, Inc.
● SEC registered since 1999CRD 109240SEC# 801-56562Sebastopol, CA
Reg. AUM
$2.3B
Employees
23
Accounts
436
Location
Sebastopol, CA
Willow Creek Wealth Management, Inc. assets under management
Willow Creek Wealth Management, Inc. is an SEC-registered investment adviser based in Sebastopol, CA. The firm has been registered since 1999. It reports $2.3 billion in regulatory assets under management and employs 23 people.
Willow Creek Wealth Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beverly Anne Hanson Control | Assistant Compliance Officer | Under 5% | 2020 |
| Bruce Jay Dzieza Control | Chairman Of The Board, Partner | 10-25% | 2020 |
| Heather Cary Belli Control | Chief Compliance Officer, Partner | 10-25% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Willow Creek Wealth Management, Inc. manage?
Willow Creek Wealth Management, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Willow Creek Wealth Management, Inc. have?
Willow Creek Wealth Management, Inc. reports 23 employees.
Where is Willow Creek Wealth Management, Inc. located?
Willow Creek Wealth Management, Inc. is based in Sebastopol, CA and has been SEC-registered since 1999.
Does Willow Creek Wealth Management, Inc. disclose fund performance?
Willow Creek Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 825 Highway 116, North, Ste. #5, Sebastopol, CA 95472 |
| Phone | 707-829-1146 |
| Fax | 0 |
| Office hours | 8:30 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.3B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.3Bregulatory AUM
Discretionary $2.17BNon-discretionary $134.5M