# WILLOW CREEK WEALTH MANAGEMENT, INC.

WILLOW CREEK WEALTH MANAGEMENT, INC. of SEBASTOPOL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109240
- Type: SEC-registered investment adviser
- SEC file number: 801-56562
- Location: 825 HIGHWAY 116, NORTH, STE. #5, SEBASTOPOL, CA, 95472
- Phone: 707-829-1146
- Latest filing: 2026-04-24
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $134.5M
- Clients: 23
- Accounts: 436

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (17)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109240/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109240/similar
- Related entities: https://search.stillhousedata.com/firm/109240/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109240

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.