WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD #109240 SEC #801-56562 SEBASTOPOL, CA 707-829-1146
SEC Registered
Total AUM
$1.9B
Discretionary
$1.8B
Employees
21
Clients
--
Accounts
2,923
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.8B | $103M | 21 | 2 |
| Mar 2024 | $1.7B | $1.6B | $82.5M | 20 | 2 |
| Mar 2023 | $1.5B | $1.4B | $74.5M | 19 | 2 |
| Mar 2022 | $1.7B | $1.6B | $87.8M | 15 | 2 |
| Apr 2021 | $1.4B | $1.3B | $84.7M | 15 | 2 |
| Apr 2021 | $1.4B | $1.3B | $84.7M | 15 | 2 |
| Jun 2020 | $1.1B | $981.9M | $90.8M | 15 | 2 |
| Apr 2020 | $1.1B | $981.9M | $90.8M | 15 | 2 |
| Oct 2019 | $1B | $949.9M | $73M | 14 | 2 |
| May 2019 | $1B | $949.9M | $73M | 14 | 2 |
| Mar 2019 | $1B | $949.9M | $73M | 14 | 2 |
| Oct 2018 | $1B | $969.4M | $77.5M | 13 | 7 |
| Jul 2018 | $1B | $969.4M | $77.5M | 13 | 7 |
| Mar 2018 | $1B | $969.4M | $77.5M | 13 | 7 |
| Jun 2017 | $903.7M | $841.4M | $62.3M | 11 | 700 |
| Feb 2017 | $903.7M | $841.4M | $62.3M | 11 | 700 |
| Oct 2016 | $782.3M | $731.4M | $50.8M | 11 | 600 |
| Aug 2016 | $782.3M | $731.4M | $50.8M | 11 | 600 |
| May 2016 | $782.3M | $731.4M | $50.8M | 11 | 600 |
| Mar 2016 | $782.3M | $731.4M | $50.8M | 11 | 600 |
| Mar 2016 | $782.3M | $731.4M | $50.8M | 11 | 600 |
| Aug 2015 | $745.6M | $696.5M | $49M | 10 | 600 |
| Mar 2015 | $745.6M | $696.5M | $49M | 10 | 600 |
| Sep 2014 | $664.6M | $622M | $42.7M | 9 | 600 |
| Mar 2014 | $664.6M | $622M | $42.7M | 9 | 600 |
| Oct 2013 | $495.6M | $495.6M | $0 | 9 | 453 |
| Oct 2013 | $495.6M | $495.6M | $0 | 9 | 453 |
| Oct 2013 | $495.6M | $495.6M | $0 | 9 | 453 |
| Apr 2013 | $495.6M | $495.6M | $0 | 9 | 453 |
| Apr 2013 | $495.6M | $495.6M | $0 | 6 | 453 |
| Apr 2013 | $495.6M | $495.6M | $0 | 6 | 453 |
| Mar 2013 | $495.6M | $495.6M | $0 | 6 | 453 |
| Nov 2012 | $421M | $421M | $0 | 6 | 415 |
| May 2012 | $421M | $421M | $0 | 6 | 415 |
| May 2012 | $421M | $421M | $0 | 6 | 415 |
| Mar 2012 | $421M | $421M | $0 | 6 | 415 |
| Nov 2011 | $401.5M | $401.5M | $0 | 6 | 251 |
| Mar 2011 | $401.5M | $401.5M | $0 | 10 | -- |
| Jan 2011 | $427.1M | $427.1M | $0 | -- | -- |
| Aug 2010 | $427.1M | $427.1M | $0 | -- | -- |
| Mar 2009 | $318.6M | $318.6M | $0 | 10 | -- |
| Feb 2009 | $268.6M | $268.6M | $0 | 10 | -- |
| Nov 2007 | $384.2M | $384.2M | $0 | 10 | -- |
| Mar 2007 | $384.2M | $384.2M | $0 | 10 | -- |
| Mar 2006 | $306.4M | $306.4M | $0 | 10 | -- |
| Jun 2004 | $190.4M | $190.4M | $0 | 10 | -- |
| Mar 2002 | $117.1M | $117.1M | $0 | 10 | -- |
| Sep 2001 | $98.7M | $98.7M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$103M
Employees21
Clients2
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$82.5M
Employees20
Clients2
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$74.5M
Employees19
Clients2
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$87.8M
Employees15
Clients2
DateApr 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$84.7M
Employees15
Clients2
DateApr 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$84.7M
Employees15
Clients2
DateJun 2020
Total AUM$1.1B
Discretionary$981.9M
Non-Disc.$90.8M
Employees15
Clients2
DateApr 2020
Total AUM$1.1B
Discretionary$981.9M
Non-Disc.$90.8M
Employees15
Clients2
DateOct 2019
Total AUM$1B
Discretionary$949.9M
Non-Disc.$73M
Employees14
Clients2
DateMay 2019
Total AUM$1B
Discretionary$949.9M
Non-Disc.$73M
Employees14
Clients2
DateMar 2019
Total AUM$1B
Discretionary$949.9M
Non-Disc.$73M
Employees14
Clients2
DateOct 2018
Total AUM$1B
Discretionary$969.4M
Non-Disc.$77.5M
Employees13
Clients7
DateJul 2018
Total AUM$1B
Discretionary$969.4M
Non-Disc.$77.5M
Employees13
Clients7
DateMar 2018
Total AUM$1B
Discretionary$969.4M
Non-Disc.$77.5M
Employees13
Clients7
DateJun 2017
Total AUM$903.7M
Discretionary$841.4M
Non-Disc.$62.3M
Employees11
Clients700
DateFeb 2017
Total AUM$903.7M
Discretionary$841.4M
Non-Disc.$62.3M
Employees11
Clients700
DateOct 2016
Total AUM$782.3M
Discretionary$731.4M
Non-Disc.$50.8M
Employees11
Clients600
DateAug 2016
Total AUM$782.3M
Discretionary$731.4M
Non-Disc.$50.8M
Employees11
Clients600
DateMay 2016
Total AUM$782.3M
Discretionary$731.4M
Non-Disc.$50.8M
Employees11
Clients600
DateMar 2016
Total AUM$782.3M
Discretionary$731.4M
Non-Disc.$50.8M
Employees11
Clients600
DateMar 2016
Total AUM$782.3M
Discretionary$731.4M
Non-Disc.$50.8M
Employees11
Clients600
DateAug 2015
Total AUM$745.6M
Discretionary$696.5M
Non-Disc.$49M
Employees10
Clients600
DateMar 2015
Total AUM$745.6M
Discretionary$696.5M
Non-Disc.$49M
Employees10
Clients600
DateSep 2014
Total AUM$664.6M
Discretionary$622M
Non-Disc.$42.7M
Employees9
Clients600
DateMar 2014
Total AUM$664.6M
Discretionary$622M
Non-Disc.$42.7M
Employees9
Clients600
DateOct 2013
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees9
Clients453
DateOct 2013
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees9
Clients453
DateOct 2013
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees9
Clients453
DateApr 2013
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees9
Clients453
DateApr 2013
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees6
Clients453
DateApr 2013
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees6
Clients453
DateMar 2013
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees6
Clients453
DateNov 2012
Total AUM$421M
Discretionary$421M
Non-Disc.$0
Employees6
Clients415
DateMay 2012
Total AUM$421M
Discretionary$421M
Non-Disc.$0
Employees6
Clients415
DateMay 2012
Total AUM$421M
Discretionary$421M
Non-Disc.$0
Employees6
Clients415
DateMar 2012
Total AUM$421M
Discretionary$421M
Non-Disc.$0
Employees6
Clients415
DateNov 2011
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$306.4M
Discretionary$306.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees10
Clients--