# Willow Creek Financial

Willow Creek Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://willowcreekfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/willow-creek-financial

## Regulatory record

- **CRD number:** 285670
- **SEC file number:** 801-108776
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285670

## About

WILLOW CREEK FINANCIAL is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2016. The firm manages $529 million in assets, $525 million on a discretionary basis. It has 7 employees and 5 investment advisers.

## Questions

### Who runs investment decisions at Willow Creek Financial?

No named investment principals have been disclosed in public records. The identity of the CIO or managing principal is unknown.

### Does Willow Creek Financial participate in fund commitments or only direct deals?

No record of fund commitments or direct deals by Willow Creek Financial exists in publicly available sources.

### What investment stages does Willow Creek Financial typically target?

The firm has not disclosed target investment stages, making its stage preferences unknown.

### Which sectors does Willow Creek Financial explicitly avoid?

Sector exclusions have not been publicly disclosed. No negative screening criteria are available.

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Last updated: 2026-07-06T01:24:28.999Z

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