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WILLOW CREEK FINANCIAL

SAN DIEGO, CA · CRD 285670 · IAPD ↗ · willowcreekfinancial.com · (858) 634-3232

$528.8MRegulatory AUM
5Advisory reps
7Employees
1Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — WILLOW CREEK FINANCIAL changed its website from willowcreekfinancial..com to willowcreekfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2026 — WILLOW CREEK FINANCIAL crossed $500M in regulatory AUM ($463.8M -> $528.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
May 2025 — ORIN GREEN FINANCIAL, LLC is now doing business as WILLOW CREEK FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
28
April 2025 — ORIN GREEN FINANCIAL, LLC changed its website from oringreenfinancial.com to willowcreekfinancial..com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — ORIN GREEN FINANCIAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — ORIN GREEN FINANCIAL, LLC notice-filed in NC.
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.