WILLOW CREEK WEALTH MANAGEMENT, INC.
SEC file number 801-56562
· SEBASTOPOL, CA
https://willowcreektn.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.71B
Discretionary AUM
$1.63B
Employees
20
Clients
2
Firm
- Address
- 825 GRAVENSTEIN HWY. N.
SEBASTOPOL, CA 95472 - Phone
- —
- Website
- https://willowcreektn.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Hopkins Willow Creek III, LLC Medium name-match confidence · CIK 2040798 · ID
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Creek Drive Capital Management LP Medium name-match confidence · CIK 1851691 · CA
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
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Hopkins Willow Creek III, LLC · D/A · Aug 25, 2026$3.8M
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Creek Drive Capital Management LP · D/A · Jun 15, 2026
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Creek Drive Capital Management LP · D · May 8, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Cantata Wealth Management, LLC · D · Oct 10, 2025$2M
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Hopkins Willow Creek III, LLC · D · Mar 12, 2025$3.8M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M