Willow Creek Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sebastopol, CA. Its latest Form ADV filing, dated April 24, 2026, reports $2.3B in regulatory assets under management, 23 employees, and 436 accounts.
Assets Under Management
$2.3B
Employees
23
Offices
--
Total Clients
1,068
Primary office
SEBASTOPOL, CA
825 HIGHWAY 116, NORTH, STE. #5, SEBASTOPOL, CA, United States
Top client segmentHNWI represent 52.5% of total clients.
Top client categories% of clientsClients
1
HNWI
52.5%
561
2
Individuals
43.8%
468
3
Charitable
3.1%
33
4
Corporations
0.4%
4
5
Pension Plans
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of April 24, 2026
Discretionary94.2%
$2.2B
94% of total RAUM94.2%
Non-discretionary5.8%
$135M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts436
10Y AUM Change+$1.4B (+154.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee46:1
10Y Employee Change+12 (+109.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.