Willow Creek Wealth Management Inc
Legal Name: WILLOW CREEK WEALTH MANAGEMENT, INC.
Full Contact Details
Other Info
Willow Creek Wealth Management Inc is legally known as WILLOW CREEK WEALTH MANAGEMENT, INC.. It is a CA Corporation. This firm has 14 employees, of which 9 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 1, 1999.
Direct Owners
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BRUCE JAY DZIEZA
PRESIDENT, PARTNER owns more than 50% but less than 75%
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HEATHER CARY BELLI
SECRETARY, CHIEF COMPLIANCE OFFICER, PARTNER owns more than 10% but less than 25%
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JASON RICHARD GITTINS
VICE PRESIDENT, PARTNER owns more than 10% but less than 25%
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KELLY A NOONAN
TREASURER, CHIEF OPERATING OFFICER, PARTNER owns more than 10% but less than 25%
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MARK FRANCIS KEATING
ASSISTANT SECRETARY, PARTNER owns more than 10% but less than 25%
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TERESA DOUGLAS MITCHELL
ASSISTANT COMPLIANCE OFFICER owns less than 5%
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TIMOTHY MICHAEL ADMIRE
ASSISTANT SECRETARY, PARTNER owns less than 5%
Firms Located Nearby
- LSY Inc
- Ascend Financial Consultants Inc
- Wilshire Associates Incorporated
- Personal Capital Advisors Corporation
- Prosperity Financial Group Inc
- American Assets Capital Advisers LLC
- Gasber Financial Advisors Inc
- Fuller & Thaler Asset Management Inc
- Metropolitan West Asset Management LLC
- Tamarack Advisers LP
Top Holdings
- VANGUARD BD INDEX FD INC $54,256k
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- SPDR SERIES TRUST $11,899k
- SPDR SERIES TRUST $11,391k
- SPDR SERIES TRUST $10,374k
- SPDR PORTFOLIO SHORT TERM TREASURY ETF $10,065k
- SPDR SERIES TRUST $9,947k
- Ball Corp. $4,925k
- SPDR SERIES TRUST $4,520k
- VANGUARD INDEX FDS REAL ESTATE ETF $4,115k