$528.8M Total AUM
$524.8M Disc. AUM
7.2% 3Y CAGR
7 Employees
239 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-21-2016
- Office Locations
- 2
Office Locations
9820 Willow Creek Road Suite 210 SAN Diego CA
-- Modi'in --
About Willow Creek Financial
Willow Creek Financial is a SAN Diego-based RIA with 2 offices. The firm has been operating for 9 years. Managing $528.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$105.8M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
7.1 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
9yrs Firm Age
Insights
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CORRINE NICOLE FIELDS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5297752
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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O
ORIN MATTHEW GREEN
Advisor
- CRD
- #3031669
Available
Available
Available
DEAN BRADLEY KERNUS
Financial Advisor
- CRD
- #4648374
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,835,680 | $606,746 |
| Non-Discretionary | $3,964,190 | $495,524 |
| Total | $528,799,870 | $605,727 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Derivatives:
Available Municipal Bonds:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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