Willow Creek Wealth Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

109240

SEC number

801-56562

Firm type

RIA

Assets under management

$2.3B as of Apr 24, 2026

Website

www.linkedin.com/company/willowcreekwealth ↗

Phone

707-829-1146

Address

825 Highway 116, North, Sebastopol, CA, 95472

Advisors at this firm

10 in our index · page 1 of 1

• Heather Cary BelliCRD 2946449 · Sebastopol, CA
  IA Registered
• Bruce Jay DziezaCRD 1326268 · Sebastopol, CA
  IA Registered
• Jason Richard GittinsCRD 2798508 · Sebastopol, CA
  IA Registered
• Rawson Smith GulickCRD 4064404 · Sebastopol, CA
  IA Registered
  Disclosure event(s) on record
• David Dale HomanCRD 6180968 · Sebastopol, CA
  IA Registered
• Eric John KeatingCRD 2965591 · Sebastopol, CA
  IA Registered
• Mark Francis KeatingCRD 4246668 · Sebastopol, CA
  IA Registered
• David Bruce LawrenceCRD 2619610 · Sebastopol, CA
  IA Registered
• Griffin Daniel SheehyCRD 6217235 · Sebastopol, CA
  IA RegisteredRegistration inactive
• Jacob Matthew WeberCRD 6381213 · Sebastopol, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.