Willow Creek Wealth Management
Investment ManagementCalifornia, United States11-50 Employees
Providing independent wealth management services for individuals, families, and businesses since 1984. Learn more at willowcreekwealth.com.
Insights
Private Wealth Focus Willow Creek Wealth Management specializes in independent wealth management services for individuals, families, and businesses, indicating potential interest in customized financial products and estate planning solutions.
Digital Engagement The company's use of modern technology stacks like Google Tag Manager and MySQL shows a commitment to digital efficiency, presenting opportunities to offer innovative tech-driven financial tools or analytics services.
Market Recognition Being ranked No. 77 on the CNBC Financial Advisor 100 highlights strong industry positioning, making it a credible partner for high-net-worth client services and value-added financial solutions.
Leadership Expansion Recent hires of directors and wealth advisors demonstrate growth and strategic focus, offering opportunities to collaborate on expanding service offerings or coaching next-generation financial talent.
Investment Activities The company's recent investment in Boston Private Financial signals active asset management and expansion efforts, creating potential for tailored investment products or partnership opportunities in the financial sector.
Similar companies to Willow Creek Wealth Management
Willow Creek Wealth Management Tech Stack
Willow Creek Wealth Management uses 8 technology products and services including cdnjs, MySQL, Microsoft 365, and more. Explore Willow Creek Wealth Management's tech stack below.
- cdnjsContent Delivery Network
- MySQLDatabase
- Microsoft 365Email
- TwemojiFont Scripts
- AOSJavascript Libraries
- LodashJavascript Libraries
- Google Tag ManagerTag Management
- NginxWeb Servers
Media & News
Willow Creek Wealth Management's Email Address Formats
Willow Creek Wealth Management uses at least 1 format(s):
| Willow Creek Wealth Management Email Formats | Percentage |
| First@willowcreekwealth.com | 85% |
| First.Last@willowcreekwealth.com | 9% |
| FirstL@willowcreekwealth.com | 3% |
| FLast@willowcreekwealth.com | 3% |
Frequently Asked Questions
Where is Willow Creek Wealth Management's headquarters located?
Willow Creek Wealth Management's main headquarters is located at 825 Gravenstein Highway North Suite 5 Sebastopol, California 95472 United States. The company has employees across 2 continents, including North AmericaEurope. What is Willow Creek Wealth Management's phone number?
You can contact Willow Creek Wealth Management's main corporate office by phone at +1-707-829-****
What is Willow Creek Wealth Management's official website and social media links?
Willow Creek Wealth Management's official website is willowcreekwealth.com and has social profiles on LinkedIn.What is Willow Creek Wealth Management's NAICS code?
Willow Creek Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.How many employees does Willow Creek Wealth Management have currently?
As of April 2026, Willow Creek Wealth Management has approximately 30 employees across 2 continents, including North AmericaEurope. Key team members include President: M. O.President: M. R.Managing Partner And Accredited Investment Fiduciary: E. M.. Explore Willow Creek Wealth Management's employee directory with LeadIQ.What industry does Willow Creek Wealth Management belong to?
Willow Creek Wealth Management operates in the Investment Management industry. What technology does Willow Creek Wealth Management use?
Willow Creek Wealth Management's tech stack includes cdnjsMySQLMicrosoft 365TwemojiAOSLodashGoogle Tag ManagerNginx. What is Willow Creek Wealth Management's email format?
Willow Creek Wealth Management's email format typically follows the pattern of First@willowcreekwealth.com. Find more Willow Creek Wealth Management email formats with LeadIQ. When was Willow Creek Wealth Management founded?
Willow Creek Wealth Management was founded in 1984.
Company Overview
- Headquarters
- 825 Gravenstein Highway North Suite 5 Sebastopol, California 95472 United States
- Phone number
- +1-707-829-****
- Website
- willowcreekwealth.com
- NAICS Code
- 5239 - Other Financial Investment Activities
- Founded
- 1984
- Employees
- 11-50
Media & News
Funding & Financials
- $25M$50M
Willow Creek Wealth Management's revenue is estimated to be in the range of $25M$50M
Funding & Financials
- $25M$50M
Willow Creek Wealth Management's revenue is estimated to be in the range of $25M$50M
Company Leadership
M. O.President- M. R.President
E. M.Managing Partner And Accredited Investment Fiduciary
C. D.Owner- L. S.Partner
Employee Directory
- M. K.Senior Wealth Advisor, Managing Partner, Chief Investment Officer
- J. B.Owner
- B. Z.Client Administrative Director
- K. C.Marketing Director
- D. O. R.Director Marketing
1-888-653-2347 
support@leadiq.com © LeadIQ, Inc. All rights reserved.
