Ridgecrest Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 17, 2026, reports $705M in regulatory assets under management, 3 employees, 1 office, and 744 accounts.
Assets Under Management
$705M
Employees
3
Offices
1 office
Total Clients
744
Primary office
SAN RAFAEL, CA
851 IRWIN ST, #225C, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
579
2
Individuals
21.5%
160
3
Charitable
0.5%
4
4
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$705Mas of March 17, 2026
Discretionary74.1%
$522M
74% of total RAUM74.1%
Non-discretionary25.9%
$183M
26% of total RAUM25.9%
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$705M
Total Accounts744
10Y AUM Change+$705M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee248:1
10Y Employee Change+1 (+50.0%)
* 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.