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- Custodian
- BNY Mellon · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2017
- Office Locations
- 1
Office Locations
About Portola Creek Capital
Portola Creek Capital is a Menlo Park, CA-based wealth management firm for conscientious investors, providing investment management and financial planning grounded in sustainability, climate, and social equity considerations. Portfolios are built to align with client values, with an emphasis on active ownership including proxy voting to influence corporate accountability and change.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 44 clients, or 44 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on May 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Platform
- Services
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The full Portola Creek Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TODD WARREN WILSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder
- CRD
- #1838670
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,853,894 | $1,066,667 |
| Non-Discretionary | $100,000,000 | -- |
| Total | $188,853,894 | $1,066,667 |
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Separately Managed Accounts
SMA allocation detail is available
Portola Creek Capital has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.