Ridgecrest Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Ridgecrest Wealth Partners reports 744 clients. They include 579 high-net-worth individuals, 160 individual clients and 4 charitable organizations. Of its assets, 74.1% ($522M across 612 accounts) are managed with discretion; $183M across 132 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 6% |
| High-net-worth individuals | 78% | 94% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 160 | $39.4M | 5.6% | $247K |
| High-net-worth individuals | 579 | $664M | 94.1% | $1.15M |
| Charitable organizations | Fewer than 5 | $1.34M | 0.2% | $334K |
| Corporations and other businesses | Fewer than 5 | $477K | 0.1% | $477K |
| Total | 744 | $705M | 100% | — |
- Clients
- 160
- Regulatory AUM
- $39.4M
- AUM share
- 5.6%
- Avg. per client
- $247K
- Clients
- 579
- Regulatory AUM
- $664M
- AUM share
- 94.1%
- Avg. per client
- $1.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.34M
- AUM share
- 0.2%
- Avg. per client
- $334K
- Clients
- Fewer than 5
- Regulatory AUM
- $477K
- AUM share
- 0.1%
- Avg. per client
- $477K
Total
- Clients
- 744
- Regulatory AUM
- $705M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Ridgecrest Wealth Partners charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is quoted as a fixed fee based on the estimated time to complete the project, or a negotiated arrangement.
Steven Romjue owns 50% to 75% of Ridgecrest Wealth Partners. The leadership team of Ridgecrest Wealth Partners includes Chief Compliance Officer Michelle Eldridge. It has 3 employees, 2 of them in advisory roles.
Leadership
- Michelle EldridgeChief Compliance Officer
Steven RomjueFounder/Managing Director
Christopher CoblePartner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Ridgecrest Wealth Partners, LLC
Steven Romjue
Control person · since November 2020
- Owns 25% to 50% of Ridgecrest Wealth Partners, LLC
Christopher Coble
Control person · since February 2021
Ridgecrest Wealth Partners’ regulatory assets grew 1.5× from $460M (May 2021) to $705M (March 2026); clients rose from 443 to 744 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $705M | 744 | 3 | 2 |
| January 2025 | $620M | 688 | 3 | 2 |
| June 2024 | $543M | 653 | 3 | 1 |
| March 2023 | $487M | 591 | 3 | 1 |
| March 2022 | $591M | 548 | 3 | 1 |
| May 2021 | $460M | 443 | 3 | 1 |
Besides its headquarters, Ridgecrest Wealth Partners has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 851 Irwin St, #225C, San RafaelHQ
Contact and registration details
- Legal name
- Ridgecrest Wealth Partners, LLC
- Headquarters
- 851 Irwin St, #225C, San Rafael, CA 94901
- Website
- ridgecrestwp.com
- Phone
- 415-227-2881
- @ridgecrestwp
- SEC file
- 801-120053
- Founded
- 2020
- Structure
- Delaware LLC
- Fiscal year end
- December
Ridgecrest Wealth Partners uses Charles Schwab ($698M) as custodian for its separately managed accounts. Ridgecrest Wealth Partners has custody of $234M in client assets for 184 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $698M100%
At year end, Ridgecrest Wealth Partners’ separately managed accounts were largely in funds (37%) and bonds (29%).
What the accounts hold
- Stocks25%
- Funds37%
- Registered funds36%
- Pooled vehicles1%
- Bonds29%
- U.S. government and agency bonds24%
- State and local bonds5%
- Cash9%
How many clients does Ridgecrest Wealth Partners have?
Ridgecrest Wealth Partners has 744 clients and manages $705 million for them, as of March 2026. They include 579 high-net-worth individuals, 160 individual clients and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Ridgecrest Wealth Partners offer?
Ridgecrest Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Ridgecrest Wealth Partners charge?
Ridgecrest Wealth Partners charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears.
Source: RIDGECREST WEALTH PARTNERS DISCLOSURE BROCHURE, filed 17 March 2026
Which custodians does Ridgecrest Wealth Partners use?
Ridgecrest Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $698M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Ridgecrest Wealth Partners have?
Ridgecrest Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ridgecrest Wealth Partners invest in?
At the end of its last fiscal year, Ridgecrest Wealth Partners’ separately managed accounts held 36% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 24% U.S. government and agency bonds, 9% cash and equivalents, 5% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ridgecrest Wealth Partners?
Ridgecrest Wealth Partners’ direct owners are Steven Romjue (50% to 75%) and Christopher Coble (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Ridgecrest Wealth Partners get paid?
Ridgecrest Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ridgecrest Wealth Partners registered with the SEC?
Yes, Ridgecrest Wealth Partners has been registered with the SEC as an investment adviser since 4 January 2021. Its CRD number is 311984 and its SEC file number is 801-120053.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Ridgecrest Wealth Partners?
Ridgecrest Wealth Partners’ main office is at 851 Irwin St, #225C, San Rafael, CA 94901. Its phone number is 415-227-2881. Its website is ridgecrestwp.com.