Data / Investment advisers / California / Willow Creek Financial
Willow Creek Financial, San Diego, CA: $529 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Willow Creek Financial is an SEC registered investment adviser with its main office in San Diego, California and reports $529 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Willow Creek Financial (CRD number 285670): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 285670
- SEC file number
- 801-108776
- SEC status
- Approved, effective December 21, 2016
- Legal name
- Orin Green Financial, LLC
- Main office
- 9820 Willow Creek Road Suite 210, San Diego, CA 92131
- Phone
- (858) 634-3232
- Website
- willowcreekfinancial.com
- Regulatory AUM
- $528,799,870 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $524,835,680
- Non discretionary AUM
- $3,964,190
- Accounts
- 873
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 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 | 155 | $491.2 million |
| Individuals (other than high net worth individuals) | 83 | $28.5 million |
| Charitable organizations | Fewer than 5 | $9.1 million |
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 | $528.8 million | March 13, 2026 |
| December 1, 2025 | $463.8 million | April 29, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Heritage Wealth Management, Inc. | San Diego | $643.4 million | 8 | adviserinfo.sec.gov |
| Stolper & Co., Inc. | San Diego | $615.7 million | Not listed | adviserinfo.sec.gov |
| Measured Risk Portfolios | San Diego | $597.2 million | Not listed | adviserinfo.sec.gov |
| Pathview Wealth Advisors | San Diego | $583 million | Not listed | adviserinfo.sec.gov |
| Boxer Capital Management, LLC | San Diego | $578.2 million | 2 | adviserinfo.sec.gov |
| Ariston Services Group, LLC | San Diego | $527 million | 1 | adviserinfo.sec.gov |
| Presidio Capital Management, LLC | San Diego | $498.9 million | Not listed | adviserinfo.sec.gov |
| One Degree Advisors, Inc. | San Diego | $489 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Willow Creek Financial 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.