Willow Creek Wealth Management, based in Sebastopol, CA, is ranked No. 77 on the 2021 CNBC Financial Advisor 100 list. This is the firm’s first appearance on CNBC’s FA 100 list.
Total AUM: $1.6B
Years in Business: 37
Accounts Under Management: 2,600
Previous appearances on FA 100 List: 0
Timothy Admire, Chief Executive Officer
Kelly Noonan, Chief Operating Officer
825 Gravenstein Highway North #5, Sebastopol, CA 95472