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| Happy Holidays!! thanks for using AUM13F!! |
| Willow Creek Wealth Management Inc
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|---|---|
| CRD # | 109240 |
| SEC # | 801-56562 |
| CIK # | 0001632407 |
| AUM | $1.9 B (2025-03-03) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 707-829-1146 |
| Address | 825 Highway 116, North Sebastopol, CA 95472 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 21.3 | ||
| Costco Wholesale Corp /NEW | 15.9 | ||
| Apple Inc | 12.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 467 | 223.5 |
| (b) Individuals (high net worth individuals) | 497 | 1,593.0 |
| (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 | 2 | 97.8 |
| (h) Charitable organizations | 33 | 30.8 |
| (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 | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,923 | 1,945.7 |
| By Discretionary | ||
| Discretionary | 2,904 | 1,842.6 |
| Non-Discretionary | 19 | 103.0 |
| Total | 2,923 | 1,945.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,945.7 | |
| Total | 2,923 | 1,945.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632407] |
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|---|---|---|
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MO | 2.0 |
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2.0 | |
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TX | 1.9 |
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NY | 1.9 |
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IL | 1.9 |
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GA | 1.9 |
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Northwest Financial Advisors LLC
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VA | 1.9 |
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Fiduciary Alliance LLC
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SC | 1.9 |
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Stack Financial Management Inc
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MT | 1.9 |