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Willow Creek Wealth Management
Willow Creek Wealth Management is an SEC-registered investment adviser in Sebastopol, CA, registered since 1999. The firm manages $2.3 billion in assets,...
Overview
Willow Creek Wealth Management is an SEC-registered investment adviser in Sebastopol, CA, registered since 1999. The firm manages $2.3 billion in assets, with $2.2 billion on a discretionary basis. It has 23 employees and 15 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1983
Location
Region
North America
Country
United States
City
Sebastopol
Corporate office
Sebastopol, CA, United States
Principals
Larry K. Kees
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Willow Creek Wealth Management?
Larry K. Kees serves as CEO and has led the firm since its founding in 1983. Willow Creek operates as a Registered Investment Advisor, and investment decisions are made by the firm's internal advisory team rather than centralized in a single CIO role. The firm's Form ADV filings describe a committee-driven process that integrates portfolio management with tax and estate considerations.
How does Willow Creek source its clients?
The firm's client base is concentrated in Northern California — particularly Sonoma County, Marin County, and San Francisco. Its clientele includes technology executives, vineyard-owning families, and multi-generational households that have experienced liquidity events. Willow Creek markets itself on its fiduciary, fee-only model rather than through any proprietary sourcing channel.
Does Willow Creek participate in private investments or just public market management?
Willow Creek portfolios include private investment vehicles alongside traditional asset classes like equities and fixed income. The firm has not disclosed the specific composition of its alternatives allocation. Given its Northern California client base, it has developed expertise around concentrated stock positions, liquidity-event planning, and private company equity diversification strategies.
How is Willow Creek related to its tax and estate planning capabilities?
Willow Creek embeds tax preparation and estate planning directly within its advisory offering. Unlike many RIAs that refer clients to outside CPAs and attorneys, the firm maintains these capabilities as integrated services. This structure creates a single point of coordination for financial, tax, and legacy decisions.
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