CRD: 109240
Willow Creek Wealth Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-1999
- Office Locations
- 1
Office Locations
About Willow Creek Wealth Management, Inc.
Willow Creek Wealth Management is an independent, employee-owned RIA serving individuals and families in Sonoma County, the San Francisco Bay Area, and nationwide. The team delivers comprehensive financial planning alongside portfolio management, retirement planning, tax planning, and charitable giving, using an asset-allocation approach that often incorporates public funds and ETFs with a focus on tax-efficient strategies. Primary custodians include Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HEATHER CARY BELLI
Chief Compliance Officer, PARTNER, Wealth Advisor
- CRD
- #2946449
- Ownership
- 10% but less than 25%
BRUCE JAY DZIEZA
Chairman Of The Board, PARTNER
- CRD
- #1326268
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
RAWSON Smith Gulick
Wealth Advisor
- CRD
- #4064404
DAVID DALE HOMAN JR.
Wealth Advisor
- CRD
- #6180968
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,168,007,644 | $5,602,087 |
| Non-Discretionary | $134,538,596 | $2,745,686 |
| Total | $2,302,546,240 | $5,281,069 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| 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 |
Continue browsing