Willow Creek Financial
Willow Creek Financial is an SEC-registered wealth manager in San Diego, CA with $528.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Willow Creek Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285670, SEC 801-108776, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $528.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 7
- Clients
- 238
- CRD
- 285670
- Ownership
- BARROSO, CORRINE, NICOLE; ORIN AND LIORA GREEN TRUST; GREEN, ORIN, MATTHEW; Green, Liora; FIELDS, CORRINE, NICOLE
How much AUM does Willow Creek Financial have?
Willow Creek Financial reported $528.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Willow Creek Financial?
Disclosed owners and executives of Willow Creek Financial include BARROSO, CORRINE, NICOLE, ORIN AND LIORA GREEN TRUST, GREEN, ORIN, MATTHEW, Green, Liora, FIELDS, CORRINE, NICOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.