$705.1M Total AUM
$522.3M Disc. AUM
-- 3Y CAGR
3 Employees
744 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2021
- Office Locations
- 2
Office Locations
851 Irwin ST #225c SAN Rafael CA
-- Mill Valley CA
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.
Team overview
45 AVG AGE
$352.6M AVG AUM / ADVISOR
$947.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN KENT ROMJUE
FOUNDER, MANAGING DIRECTOR, Partner
- CRD
- #1822291
- Ownership
- 50% but less than 75%
Available
Available
Available
CHRISTOPHER J COBLE
Partner
- CRD
- #4935753
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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