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RIDGECREST WEALTH PARTNERS, LLC

Tel: 415-227-2881
851 Irwin St
#225c
San Rafael, California  94901

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RIDGECREST WEALTH PARTNERS, LLC

RIDGECREST WEALTH PARTNERS, LLC is a San Rafael, California based financial advisory firm with nearly $619,601,760 in assets under management and provides investment advisory services for 688 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

311984

SEC#:

801-120053

No. of Clients:

688

Assets under Management

$619,601,760

No. of Advisors:

3

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