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| Ridgecrest Wealth Partners LLC
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|---|---|
| CRD # | 311984 |
| SEC # | 801-120053 |
| CIK # | 0001860719 |
| AUM | 705.1 M (2026-03-17) |
| 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 | 19.6 | ||
| Alphabet Inc | 12.7 | ||
| Nvidia Corp | 12.3 | ||
| Broadcom Inc | 6.9 | ||
| Chevron Corp | 5.7 | ||
| Microsoft Corp | 5.6 | ||
| Alphabet Inc | 5.2 | ||
| Procter & Gamble Co | 3.3 | ||
| Coca Cola Co | 2.2 | ||
| Cisco Systems Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 39.4 |
| (b) Individuals (high net worth individuals) | 579 | 663.9 |
| (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 | 4 | 1.3 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 744 | 705.1 |
| By Discretionary | ||
| Discretionary | 612 | 522.3 |
| Non-Discretionary | 132 | 182.9 |
| Total | 744 | 705.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 705.1 | |
| Total | 744 | 705.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001860719] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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