| Name | Title | Ownership | Since |
|---|---|---|---|
| Beverly Anne Hanson Control | Assistant Compliance Officer | Under 5% | 2020 |
| Bruce Jay Dzieza Control | Chairman Of The Board, Partner | 10-25% | 2020 |
| Heather Cary Belli Control | Chief Compliance Officer, Partner | 10-25% | 1999 |
Willow Creek Wealth Management, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
Willow Creek Wealth Management, Inc. reports 21 employees.
Willow Creek Wealth Management, Inc. is based in Sebastopol, CA and has been SEC-registered since 1999.
Willow Creek Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 825 Highway 116, North, Ste. #5, Sebastopol, CA 95472 |
| Phone | 707-829-1146 |
| Fax | 0 |
| Office hours | 8:00 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.84B |
| Non-discretionary | $103M |
| Total (RAUM) | $1.95B |