← Tributary

CREEKSIDE PARTNERS

PETALUMA, CA · CRD 125401 · IAPD ↗ · creeksidepartners.com · 707-769-7820

$553.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — CREEKSIDE PARTNERS crossed $500M in regulatory AUM ($466.5M -> $505.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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