Ridgecrest Wealth Partners, LLC
Ridgecrest Wealth Partners, LLC is an SEC-registered mass-market adviser in San Rafael, CA with $705.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Ridgecrest Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311984, SEC 801-120053, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $705.1M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- San Rafael, CA
- Employees
- 3
- Clients
- 744
- CRD
- 311984
- Ownership
- ROMJUE, STEVEN, KENT; ELDRIDGE, MICHELLE, LEA; SIZEMORE, STACY, LEIGH; Coble, Christopher, J; ISABELLE, DAISY, SONIA
How much AUM does Ridgecrest Wealth Partners, LLC have?
Ridgecrest Wealth Partners, LLC reported $705.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Ridgecrest Wealth Partners, LLC?
Disclosed owners and executives of Ridgecrest Wealth Partners, LLC include ROMJUE, STEVEN, KENT, ELDRIDGE, MICHELLE, LEA, SIZEMORE, STACY, LEIGH, Coble, Christopher, J, ISABELLE, DAISY, SONIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.