CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
Legal name: CREEKSIDE PARTNERS
CRD #125401 SEC #801-68879 PETALUMA, CA 707-769-7820
SEC Registered
Total AUM
$505.3M
Discretionary
$505.3M
Employees
2
Clients
25
Accounts
788
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASHBURN, RICHARD, ALLEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ASHBURN, RICHARD, ALLEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ASHBURN, RICHARD, ALLEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ASHBURN, RICHARD, ALLEN | I | PRESIDENT | E | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | D | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL | C | Control |
| ASHBURN, RICHARD, ALLEN | I | PRINCIPAL | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| HEMPECK, ANDREW, SHAYNE | I | PRINCIPAL | C | Control |
| ASHBURN, RICHARD, ALLEN | I | WEALTH MANAGER | B | |
| ASHBURN, RICHARD, ALLEN | I | SENIOR LEVEL ADVISOR | B | |
| GORMAN, MICHAEL, JOHN | I | PRINCIPAL | B | |
| GORMAN, MICHAEL, JOHN | I | PRINCIPAL | B | |
| GORMAN, MICHAEL, JOHN | I | PRINCIPAL | B | |
| GORMAN, MICHAEL, JOHN | I | PRINCIPAL | B | |
| GORMAN, MICHAEL, JOHN | I | PRINCIPAL | B | |
| HEMPECK, ANDREW, SHAYNE | I | MEMBER | B | Control |
| HEMPECK, ANDREW, SHAYNE | I | MEMBER | B | Control |
| HEMPECK, ANDREW, SHAYNE | I | MEMBER | B | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL | A | |
| COLEMAN, TERESA, A | I | PRINCIPAL | A | |
| COLEMAN, TERESA, A | I | PRINCIPAL | A | |
| COLEMAN, TERESA, A | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
| COLEMAN, TERESA, A | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (4)
CA HI OR TX
Address
775 BAYWOOD DRIVESUITE 306
PETALUMA, CA 94954
United States
Phone: 707-769-7820