WILLOW CREEK WEALTH MANAGEMENT, INC.

825 Highway 116, North
Ste. #5
Sebastopol, California 95472
Tel: 707-829-1146

About WILLOW CREEK WEALTH MANAGEMENT, INC.

WILLOW CREEK WEALTH MANAGEMENT, INC, formally registered with the SEC as WILLOW CREEK WEALTH MANAGEMENT, INC. The firm was established in 05/01/1999. They have over 1 offices throughout the country.

WILLOW CREEK WEALTH MANAGEMENT, INC. is a Sebastopol, California based Financial Planning firm with nearly $1,945,693,378 assets under management, offering retirement planning & investment advisory services to 2923 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109240
SEC#	801-56562
Assets Managed by Firm	$1,945,693,378
No. of Clients	2923
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2923	$1,945,693,378
Individuals (other than high net worth individuals)	467	$223,479,299
High net worth individuals	497	$1,593,011,820
Pension and profit sharing plans	2	$97,794,553
Charitable organizations	33	$30,751,011
Corporations or other businesses	3	$656,695

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