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WILLOW CREEK WEALTH MANAGEMENT, INC.

SEBASTOPOL, CA · CRD 109240 · IAPD ↗ · 707-829-1146

$2.30BRegulatory AUM
15Advisory reps
23Employees
2Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — WILLOW CREEK WEALTH MANAGEMENT, INC. notice-filed in AZ, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.