WILLOW CREEK WEALTH MANAGEMENT, INC. of SEBASTOPOL, CA is an SEC-registered investment adviser (CRD 109240). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Bruce Jay Dzieza | CHAIRMAN OF THE BOARD, PARTNER | — |
| Heather Cary Belli | CHIEF COMPLIANCE OFFICER, PARTNER | — |
| Jason Richard Gittins | DIRECTOR OF ADVISORY SERVICES, PARTNER | — |
| Kelly A Noonan | CHIEF OPERATING OFFICER, CHEIF FINANCIAL OFFICER, PARTNER | — |
| Mark Francis Keating | CHIEF INVESTMENT OFFICER, PARTNER | — |
| Timothy Michael Admire | PRESIDENT, CEO, PARTNER | — |
| Beverly Anne Hanson | ASSISTANT COMPLIANCE OFFICER | — |
| DZIEZA BRUCE JAY | CHAIRMAN OF THE BOARD, PARTNER; PRESIDENT; PRESIDENT, PARTNER | — |
| CLARKE GREGG ERIC | VICE-PRESIDENT | — |
| CLELAND HEATHER CARY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER | — |
| GITTINS JASON RICHARD | DIRECTOR OF ADVISORY SERVICES, PARTNER; SECRETARY; SECRETARY, PARTNER (+1 more) | — |
| NOONAN KELLY A | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, PARTNER; CHIEF OPERATING OFFICER, CHEIF FINANCIAL OFFICER, PARTNER (+2 more) | — |
| KEATING MARK FRANCIS | ASSISTANT SECRETARY, PARTNER; CHIEF INVESTMENT OFFICER, PARTNER; PARTNER | — |
| MITCHELL TERESA DOUGLAS | ASSISTANT COMPLIANCE OFFICER; DIR OF FINANCIAL PLANNING; ASST COMPLIANCE OFFICER | — |
| BELLI HEATHER CARY | CHIEF COMPLIANCE OFFICER, PARTNER; SECRETARY, CHIEF COMPLIANCE OFFICER, PARTNER | — |
| ADMIRE TIMOTHY MICHAEL | ASSISTANT SECRETARY, PARTNER; PRESIDENT, CEO, PARTNER | — |
| HANSON BEVERLY ANNE | ASSISTANT COMPLIANCE OFFICER | — |