RIDGECREST WEALTH PARTNERS, LLC
CRD #311984 SEC #801-120053 SAN RAFAEL, CA 415-227-2881
SEC Registered
Total AUM
$619.6M
Discretionary
$365.7M
Employees
3
Clients
0
Accounts
688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $619.6M | $365.7M | $253.9M | 3 | 0 |
| Jan 2025 | $619.6M | $365.7M | $253.9M | 3 | 0 |
| Dec 2024 | $542.8M | $299.1M | $243.6M | 3 | 0 |
| Jun 2024 | $542.8M | $299.1M | $243.6M | 3 | 0 |
| Mar 2024 | $542.8M | $299.1M | $243.6M | 3 | 0 |
| Nov 2023 | $487.1M | $261.7M | $225.4M | 3 | 0 |
| Sep 2023 | $487.1M | $261.7M | $225.4M | 3 | 0 |
| Mar 2023 | $487.1M | $261.7M | $225.4M | 3 | 0 |
| Mar 2022 | $590.6M | $244.5M | $346.1M | 3 | 0 |
| Mar 2022 | $590.6M | $244.5M | $346.1M | 3 | 0 |
| Sep 2021 | $460.3M | $446.2M | $14.1M | 3 | 0 |
| May 2021 | $460.3M | $446.2M | $14.1M | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
| Nov 2020 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$619.6M
Discretionary$365.7M
Non-Disc.$253.9M
Employees3
Clients0
DateJan 2025
Total AUM$619.6M
Discretionary$365.7M
Non-Disc.$253.9M
Employees3
Clients0
DateDec 2024
Total AUM$542.8M
Discretionary$299.1M
Non-Disc.$243.6M
Employees3
Clients0
DateJun 2024
Total AUM$542.8M
Discretionary$299.1M
Non-Disc.$243.6M
Employees3
Clients0
DateMar 2024
Total AUM$542.8M
Discretionary$299.1M
Non-Disc.$243.6M
Employees3
Clients0
DateNov 2023
Total AUM$487.1M
Discretionary$261.7M
Non-Disc.$225.4M
Employees3
Clients0
DateSep 2023
Total AUM$487.1M
Discretionary$261.7M
Non-Disc.$225.4M
Employees3
Clients0
DateMar 2023
Total AUM$487.1M
Discretionary$261.7M
Non-Disc.$225.4M
Employees3
Clients0
DateMar 2022
Total AUM$590.6M
Discretionary$244.5M
Non-Disc.$346.1M
Employees3
Clients0
DateMar 2022
Total AUM$590.6M
Discretionary$244.5M
Non-Disc.$346.1M
Employees3
Clients0
DateSep 2021
Total AUM$460.3M
Discretionary$446.2M
Non-Disc.$14.1M
Employees3
Clients0
DateMay 2021
Total AUM$460.3M
Discretionary$446.2M
Non-Disc.$14.1M
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0