Data / Investment advisers / California / Ridgecrest Wealth Partners, LLC
Ridgecrest Wealth Partners, LLC, San Rafael, CA: $705 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ridgecrest Wealth Partners, LLC is an SEC registered investment adviser with its main office in San Rafael, California and reports $705 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Ridgecrest Wealth Partners, LLC (CRD number 311984): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 311984
- SEC file number
- 801-120053
- SEC status
- Approved, effective January 4, 2021
- Main office
- 851 Irwin St #225c, San Rafael, CA 94901
- Phone
- (415) 227-2881
- Website
- ridgecrestwp.com
- Regulatory AUM
- $705,146,641 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $522,290,132
- Non discretionary AUM
- $182,856,509
- Accounts
- 744
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 579 | $663.9 million |
| Individuals (other than high net worth individuals) | 160 | $39.4 million |
| Charitable organizations | 4 | $1.3 million |
| Corporations or other businesses | 1 | $476,642 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $705.1 million | March 17, 2026 |
| December 1, 2025 | $619.6 million | September 25, 2025 |
Other advisers in San Rafael
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jocelyn Investment Management, LLC | San Rafael | $1.01 billion | Not listed | adviserinfo.sec.gov |
| HCM Wealth | San Rafael | $941.7 million | Not listed | adviserinfo.sec.gov |
| Stonebridge Financial Group | San Rafael | $896 million | Not listed | adviserinfo.sec.gov |
| Tran Capital Management, L.P. | San Rafael | $890.3 million | Not listed | adviserinfo.sec.gov |
| Westhill Financial Advisors, Inc. | San Rafael | $789.4 million | Not listed | adviserinfo.sec.gov |
| Meritas Wealth Management, LLC | San Rafael | $618.9 million | Not listed | adviserinfo.sec.gov |
| Stewart Wealth Management, Inc. | San Rafael | $581.5 million | Not listed | adviserinfo.sec.gov |
| O'Donnell Financial Services, LLC | San Rafael | $427.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Rafael, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Ridgecrest Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.