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| Happy Holidays!! thanks for using AUM13F!! |
| Ridgecrest Wealth Partners LLC
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| CRD # | 311984 |
| SEC # | 801-120053 |
| CIK # | 0001860719 |
| AUM | $619.6 M (2025-01-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-227-2881 |
| Address | 851 Irwin St San Rafael, CA 94901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.8 | ||
| Alphabet Inc | 12.8 | ||
| Microsoft Corp | 8.5 | ||
| Procter & Gamble Co | 5.0 | ||
| Chevron Corp | 4.2 | ||
| Alphabet Inc | 3.8 | ||
| Nvidia Corp | 3.4 | ||
| International Business Machines Corp | 2.9 | ||
| McGraw-hill Companies Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 38.0 |
| (b) Individuals (high net worth individuals) | 499 | 581.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 619.6 |
| By Discretionary | ||
| Discretionary | 468 | 365.7 |
| Non-Discretionary | 220 | 253.9 |
| Total | 688 | 619.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 619.6 | |
| Total | 688 | 619.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001860719] |
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