Ridgecrest Wealth Partners, LLC
Ridgecrest Wealth Partners, LLC is an independent financial planning and wealth management firm located in Mill Valley, California. Founded in 2021, the firm operates with a client-first philosophy, offering personalized wealth growth and protection strategies. As an independent adviser, Ridgecrest Wealth Partners serves individuals and families, focusing on long-term relationships and customized financial plans.
Investment Strategy
Ridgecrest Wealth Partners offers independent, client-first financial planning and wealth management services. The firm emphasizes building lasting relationships and delivering personalized strategies tailored to individual and family needs, with a focus on both wealth growth and risk management. Their approach is rooted in understanding each client’s unique goals and adapting investment plans to navigate changing market conditions.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.21% | $27.0M | 106,058 | $136.50 | $254.63 | +$5.2M |
G GOOGL | ALPHABET INC | 7.82% | $17.3M | 71,167 | $119.46 | $243.10 | +$4.5M |
D DGRO | ISHARES TR | 7.26% | $16.1M | 235,879 | $50.54 | $68.08 | +$896.1K |
N NVDA | NVIDIA CORPORATION | 5.87% | $13.0M | 69,532 | $161.23 | $186.58 | +$9.6M |
V VOO | VANGUARD INDEX FDS | 5.55% | $12.3M | 20,047 | $438.33 | $612.38 | +$552.3K |