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Ridgecrest Wealth Partners, LLC

● SEC registered since 2021CRD 311984SEC# 801-120053San Rafael, CA
Export (members)
Reg. AUM
$619.6M
Employees
3
Accounts
688
Location
San Rafael, CA

Ridgecrest Wealth Partners, LLC assets under management

Ridgecrest Wealth Partners, LLC is an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2021. It reports $619.6 million in regulatory assets under management and employs 3 people.
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Ridgecrest Wealth Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher J Coble ControlPartner25-50%2021
Michelle Lea Eldridge ControlChief Compliance OfficerUnder 5%2023
Steven Kent Romjue ControlFounder/Managing Director50-75%2020

Frequently asked questions

How much does Ridgecrest Wealth Partners, LLC manage?

Ridgecrest Wealth Partners, LLC reports $619.6 million in regulatory assets under management on its Form ADV.

How many employees does Ridgecrest Wealth Partners, LLC have?

Ridgecrest Wealth Partners, LLC reports 3 employees.

Where is Ridgecrest Wealth Partners, LLC located?

Ridgecrest Wealth Partners, LLC is based in San Rafael, CA and has been SEC-registered since 2021.

Does Ridgecrest Wealth Partners, LLC disclose fund performance?

Ridgecrest Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address851 Irwin St, #225c, San Rafael, CA 94901
Phone415-227-2881
Fax415-227-2882
Office hours6:30a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1860719
Discloses disciplinary historyNo

Assets under management

Discretionary$365.7M
Non-discretionary$253.9M
Total (RAUM)$619.6M