Willow Creek Wealth Management, Inc.
- Regulatory AUM
- $2.3B
- Discretionary
- $2.2B
- Clients
- 1,068
- Avg AUM / client
- $2.2M
- Accounts
- 436
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 468 | $227M | 9.85% |
| High net worth individuals | 561 | $1.9B | 83.4% |
| Pension and profit sharing plans | 2 | $109M | 4.74% |
| Charitable organizations | 33 | $32.5M | 1.41% |
| Corporations and other businesses | 4 | $13.4M | 0.58% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sutter Medical Group Of The Redwoods, Inc. 401(k) Profit Sharing Plan Sutter Medical Group Of The Redwoods, Inc. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Heather Cary Belli | Chief Compliance Officer, Partner | CFP | May 1999 (27y) | 10% – 25% |
| Bruce Jay Dzieza | Chairman Of The Board, Partner | CFP | Jun 1999 (27y) | 10% – 25% |
| Jason Richard Gittins | Director Of Advisory Services, Partner | CFP | Feb 2006 (21y) | 10% – 25% |
| Noonan, Kelly, A | Chief Operating Officer, Cheif Financial Officer, Partner | Feb 2006 (21y) | 10% – 25% | |
| Mark Francis Keating | Chief Investment Officer, Partner | Oct 2011 (15y) | 10% – 25% | |
| Hanson, Beverly, Anne | Assistant Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Admire, Timothy, Michael | President, Ceo, Partner | Dec 2020 (6y) | 5% – 10% | |
| Jacob Matthew Weber | Registered representative | CFP | May 2019 (7y) | |
| Griffin Daniel Sheehy | Registered representative | Apr 2021 (5y) | ||
| David Dale Homan | Registered representative | CFP | Oct 2024 (2y) | |
| David Bruce Lawrence | Registered representative | CFP | Nov 2024 (2y) | |
| Eric John Keating | Registered representative | CFP | Jan 2025 (2y) | |
| Rawson Smith Gulick | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sutter Medical Group Of The Redwoods, Inc. 401(k) Profit Sharing Plan | Sutter Medical Group Of The Redwoods, Inc. | 142 | $91.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (63% of AUM) Apr 2026
- Pershing $727M (32% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗