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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-2021
- Office Locations
- 2
Office Locations
About Ridgecrest Wealth Partners, LLC
Ridgecrest Wealth Partners is an independent financial planning and wealth management firm in San Rafael, California, focused on long-term, client-first relationships. The firm delivers planning-led portfolio management, including tax, estate and charitable planning, and builds allocations using public funds, ETFs and fixed income. Client assets are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between September 25, 2025 and March 17, 2026, reported AUM increased 13.8%, from $619.6M to $705.1M.
Across 5 reported observations, AUM increased 19.4% between March 18, 2022 and March 17, 2026, from $590.6M to $705.1M.
Of the latest reported AUM, 74.1% is discretionary and 25.9% is non-discretionary.
The firm reports 2 advisory representatives and 744 clients, or 372 clients per representative. That equates to $947.8K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ridgecrest Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN KENT ROMJUE
FOUNDER, MANAGING DIRECTOR, Partner
- CRD
- #1822291
- Ownership
- 50% but less than 75%
CHRISTOPHER J COBLE
Partner
- CRD
- #4935753
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $522,290,132 | $853,415 |
| Non-Discretionary | $182,856,509 | $1,385,277 |
| Total | $705,146,641 | $947,778 |
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Separately Managed Accounts
SMA allocation detail is available
Ridgecrest Wealth Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Ridgecrest Wealth Partners, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.