RIDGECREST WEALTH PARTNERS, LLC

851 Irwin St
#225c
San Rafael, California 94901
Tel: 415-227-2881

About RIDGECREST WEALTH PARTNERS, LLC

RIDGECREST WEALTH PARTNERS, LLC, formally registered with the SEC as RIDGECREST WEALTH PARTNERS, LLC. The firm was established in 01/04/2021. They have over 2 offices throughout the country.

RIDGECREST WEALTH PARTNERS, LLC is a San Rafael, California based Financial Planning firm with nearly $619,601,760 assets under management, offering retirement planning & investment advisory services to 688 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311984
SEC#	801-120053
Assets Managed by Firm	$619,601,760
No. of Clients	688
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	688	$619,601,760
Individuals (other than high net worth individuals)	187	$38,032,321
High net worth individuals	499	$581,280,437
Charitable organizations	1	$219,542
Corporations or other businesses	1	$69,460

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