# Ridgecrest Wealth Partners

Ridgecrest Wealth Partners is a Bank / Wealth / Trust based in San Rafael, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** Mill Valley, CA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** ridgecrestwp.com
- **LinkedIn:** https://www.linkedin.com/company/ridgecrestwp

## Regulatory record

- **CRD number:** 311984
- **SEC file number:** 801-120053
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311984

## About

Ridgecrest Wealth Partners registered in 2020 in Mill Valley, California, targeting the distinct needs of Northern California families, trusts, estates, and closely held businesses. The firm emerged as a pandemic-era RIA and operates a fiduciary model that combines investment advisory with financial planning and pension consulting — a structure designed to capture the full balance sheet rather than just the brokerage account. Ridgecrest deploys capital across public equities, fixed income, and alternative allocations, with an advisory approach that layers asset-liability management over traditional retirement planning. For business owners, this means integrating the company's pension liabilities with personal portfolio construction. The firm advises on both qualified and non-qualified retirement plans, making it relevant for professional-service partnerships and family-owned enterprises across the Bay Area — from Marin County to the Peninsula. Team scale is not publicly disclosed. Ridgecrest operates from a single Mill Valley office with no known adjacent vehicles, philanthropic foundations, or co-investment clubs. The lack of a LinkedIn presence and minimal marketing footprint point to a referral-driven practice that serves a narrow number of high-net-worth households rather than building a mass-affluent platform. This dual capability positions the firm to advise on both the enterprise and the family balance sheet, a posture that deepens stickiness with business-owner clients who face complex interactions between their operating companies and personal portfolios.

## Questions

### What investment vehicles does Ridgecrest use — direct securities, funds, or alternatives?

Ridgecrest provides investment advisory services that span public equities, fixed income, and alternative allocations, executed through separately managed accounts and fund structures appropriate for taxable investors. The firm also advises on qualified and non-qualified retirement plans for business-owner clients, per its regulatory disclosures.

### Why does Ridgecrest combine pension consulting with private wealth management?

The dual mandate allows Ridgecrest to advise a business owner on both the corporate retirement plan and the personal portfolio simultaneously. For closely held companies, this integration addresses the reality that the owner's largest single asset is often the enterprise itself — making pension liabilities and personal investments a single optimization problem rather than two separate conversations.

## Related profiles

- [Ridge Capital Management](https://altss.com/profile/ridge-capital-management)
- [Ridge-i](https://altss.com/profile/ridge-i)

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Last updated: 2026-08-11T02:43:31.692Z

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