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| Ridgecrest Wealth Partners LLC
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| |
|---|---|
| CRD # | 311984 |
| SEC # | 801-120053 |
| CIK # | 0001860719 |
| AUM | $542.8 MM (2024-06-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-260-2616 |
| Address | 516 Summit Ave Mill Valley, CA 94941 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001860719 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 22.0 | |
| Alphabet Inc | 1,475,138.5 | 13.2 | |
| Microsoft Corp | 1,918,222.4 | 7.0 | |
| Chevron Corp | 294,604.1 | 5.5 | |
| Procter & Gamble Co | 338,108.9 | 5.4 | |
| Alphabet Inc | 1,482,566.4 | 4.2 | |
| McGraw-hill Companies Inc | 113,084.7 | 2.3 | |
| Nvidia Corp | 399,550.0 | 2.3 | |
| Johnson & Johnson | 465,600.2 | 2.1 | |
| Brunswick Corp | 5,048.9 | 2.0 | |
| Coca Cola Co | 269,985.6 | 1.9 | |
| Starbucks Corp | 87,554.3 | 1.9 | |
| Exxon Mobil Corp | 385,508.3 | 1.9 | |
| J P Morgan Chase & Co | 340,169.2 | 1.8 | |
| International Business Machines Corp | 127,593.9 | 1.6 | |
| Amazon Com Inc | 1,092,997.8 | 1.5 | |
| Merck & Co Inc | 232,371.9 | 1.4 | |
| Applied Materials Inc /DE | 82,662.4 | 1.3 | |
| AbbVie Inc | 269,466.6 | 1.3 | |
| Amgen Inc | 130,083.0 | 1.3 | |
| Cisco Systems Inc | 178,309.9 | 1.3 | |
| Union Pacific Corp | 133,995.4 | 1.2 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 34.3 |
| (b) Individuals (high net worth individuals) | 472 | 501.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.9 |
| (h) Charitable organizations | 4 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 542.8 |
| By Discretionary | ||
| Discretionary | 421 | 299.1 |
| Non-Discretionary | 232 | 243.6 |
| Total | 653 | 542.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 542.8 | |
| Total | 653 | 542.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001860719] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Financial Group LLC
✚
|
CA | 0.5 |
|
Platte River Wealth Advisors LLC
✚
|
CO | 0.5 |
|
Ballast Inc
✚
|
KY | 0.5 |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 0.5 |
|
Rose Capital Advisors LLC
✚
|
FL | 0.5 |
|
Sherrill & Hutchins Financial Advisory Inc
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|
GA | 0.5 |
|
Oak Hill Wealth Advisors LLC
✚
|
VA | 0.5 |
|
Buckley Wealth Management LLC
✚
|
NV | 0.5 |
|
Dodds Wealth LLC
✚
|
CO | 0.5 |
|
Hanlon Investment Management Inc
✚
|
NJ | 0.5 |