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RIDGECREST WEALTH PARTNERS, LLC

SAN RAFAEL, CA · CRD 311984 · IAPD ↗ · ridgecrestwp.com · 415-227-2881

$705.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — RIDGECREST WEALTH PARTNERS, LLC now reports custody of client assets ($233.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
December 2025 — RIDGECREST WEALTH PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
January 2025 — RIDGECREST WEALTH PARTNERS, LLC moved its main office from MILL VALLEY, CA to SAN RAFAEL, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
January 2025 — RIDGECREST WEALTH PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
July 2024 — RIDGECREST WEALTH PARTNERS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — RIDGECREST WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($487.1M -> $542.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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