Willow Creek Wealth Management Inc. Info

Willow Creek Wealth Management Inc. info

Willow Creek Wealth Management Inc. (SEC CIK 1632407) first filed with the SEC on 2015-02-09 (Form 13F-HR) and has filed 44 times since, including 44 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 825 GRAVENSTEIN HWY NO., STE 5, SEBASTOPOL, CA, 95472.

Name: Value Willow Creek Wealth Management Inc..
SEC CIK: Value 1632407.
State of organization: Value CA.
Business address: Value 825 GRAVENSTEIN HWY NO., STE 5, SEBASTOPOL, CA, 95472.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Willow Creek Wealth Management Inc.
SEC CIK	1632407
State of organization	CA
Business address	825 GRAVENSTEIN HWY NO., STE 5, SEBASTOPOL, CA, 95472
Mailing address	825 GRAVENSTEIN HWY NO., STE 5, SEBASTOPOL, CA, 95472
Phone	707 829-1146
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2015-02-09 (Form 13F-HR)
Latest SEC filing	2025-11-12 (Form 13F-HR)
Filings on EDGAR	44
First Form 13F-HR	2015-02-09 (quarter ended 2014-12-31)
Latest Form 13F-HR	2025-11-12 (quarter ended 2025-09-30)
Form 13F-HR filings	44

Filings by Form

Form	Filings	Latest
13F-HR	44	2025-11-12

Filings by Year

Year	Filings	Form 13F-HR
2025	7	7
2024	1	1
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	4	4

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet