RIDGECREST WEALTH PARTNERS, LLC

RIDGECREST WEALTH PARTNERS, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 311984). Regulatory assets under management: $705.1M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Michelle Lea EldridgeCHIEF COMPLIANCE OFFICER
Steven Kent RomjueFOUNDER/MANAGING DIRECTOR
Christopher J CoblePARTNER
SIZEMORE STACY LEIGHCHIEF COMPLIANCE OFFICER
ROMJUE STEVEN KENTCHIEF EXECUTIVE OFFICER; FOUNDER/MANAGING DIRECTOR
Coble Christopher JPARTNER
ISABELLE DAISY SONIACHIEF OPERATING OFFICER
ELDRIDGE MICHELLE LEACHIEF COMPLIANCE OFFICER

More on this firm