# Ridgecrest Wealth Partners, LLC

> Ridgecrest Wealth Partners, LLC is an SEC-registered investment advisory firm in San Rafael, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 311984
- Filed as: RIDGECREST WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311984
- AdvisorCensus page: https://advisorcensus.com/firm/ridgecrest-wealth-partners-llc-san-rafael-ca-311984

## Quick answers

**How is Ridgecrest Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ridgecrest Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Ridgecrest Wealth Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ridgecrest Wealth Partners, LLC located?**
Ridgecrest Wealth Partners, LLC's principal office is in San Rafael, CA, according to its Form ADV.

**Is Ridgecrest Wealth Partners, LLC registered with the SEC or a state?**
Ridgecrest Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311984.

**How much does Ridgecrest Wealth Partners, LLC manage?**
Ridgecrest Wealth Partners, LLC reports $705,146,641 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (74% discretionary).

**How have Ridgecrest Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Ridgecrest Wealth Partners, LLC: Regulatory assets under management: $460,311,002 in the October 2021 data and $705,146,641 in the October 2026 data, up 53%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ridgecrest Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (579); individuals (other than high net worth individuals) (160); charitable organizations (4).

**Which custodians does Ridgecrest Wealth Partners, LLC use?**
Ridgecrest Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ridgecrest Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311984

**Does Ridgecrest Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "The firm does not generally impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Ridgecrest Wealth Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $619,601,760 to $705,146,641 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our annual fee ranges up to 1.5% annually and is assessed and/or charged monthly in arrears, based on prior period-end value.

- Account minimum: None

> The firm does not generally impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $705,146,641
- Discretionary: $522,290,132
- Non-discretionary: $182,856,509

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $39,444,363 |
| High net worth individuals | 579 | $663,888,700 |
| Charitable organizations | 4 | $1,336,936 |
| Corporations or other businesses not listed above | 1 | $476,642 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ridgecrestwp.com
- LinkedIn @RIDGECRESTWP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $460,311,002 | 3 | September 8, 2021 |
| October 2022 | $590,580,268 | 3 | March 18, 2022 |
| October 2023 | $487,101,864 | 3 | September 12, 2023 |
| October 2024 | $542,783,815 | 3 | June 25, 2024 |
| October 2025 | $619,601,760 | 3 | January 24, 2025 |
| October 2026 | $705,146,641 | 3 | March 17, 2026 |

Regulatory assets under management: $460,311,002 in the October 2021 data and $705,146,641 in the October 2026 data, up 53%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $619,601,760 to $705,146,641 (+14%).

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridgecrest Wealth Partners, LLC (CRD 311984): Form ADV filing data as of October 2026.