{"url":"https://nivawealth.com/firms/ridgecrest-wealth-partners-311984","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311984","regulatoryAum":705146641,"crd":"311984","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4935753","suffix":null,"lastName":"COBLE","firstName":"CHRISTOPHER","middleName":"J"},{"crd":"1822291","suffix":null,"lastName":"ROMJUE","firstName":"STEVEN","middleName":"KENT"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-04","regulatoryAum":460311002,"clients":443,"employees":3,"offices":1},{"filedOn":"2022-03-18","regulatoryAum":590580268,"clients":548,"employees":3,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":487101864,"clients":591,"employees":3,"offices":1},{"filedOn":"2024-06-25","regulatoryAum":542783815,"clients":653,"employees":3,"offices":1},{"filedOn":"2025-01-24","regulatoryAum":619601760,"clients":688,"employees":3,"offices":2},{"filedOn":"2026-03-17","regulatoryAum":705146641,"clients":744,"employees":3,"offices":2}],"secFileNumber":"801-120053","legalName":"Ridgecrest Wealth Partners, LLC","displayName":"Ridgecrest Wealth Partners","slug":"ridgecrest-wealth-partners-311984","website":"https://ridgecrestwp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/311984/130408b679866ce8-r1.webp","tone":"light","width":540,"height":200,"sourceUrl":"https://ridgecrestwp.com/","sourceLabel":"Ridgecrest Wealth Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://linkedin.com/company/ridgecrestwp/","founded":"2020","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"851 Irwin St, #225C","city":"San Rafael","state":"CA","stateName":"California","country":"United States","postalCode":"94901"},"tradeNames":[],"registration":{"secApproved":"4 January 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Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020341","versionId":1020341,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-17","documentName":"RIDGECREST WEALTH PARTNERS DISCLOSURE BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting is quoted as a fixed fee based on the estimated time to complete the project, or a negotiated arrangement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020341","versionId":1020341,"submittedOn":"2026-03-17","documentName":"RIDGECREST WEALTH PARTNERS DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:44:10.204342+00:00","documents":[{"name":"RIDGECREST WEALTH PARTNERS DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020341","versionId":1020341,"submittedOn":"2026-03-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":697582503}],"custodyNote":"Ridgecrest Wealth Partners has custody of $234M in client assets for 184 clients.","leadership":[{"name":"Michelle Eldridge","title":"Chief Compliance Officer","crd":"4143449"},{"name":"Steven Romjue","title":"Founder/Managing Director","crd":"1822291"},{"name":"Christopher Coble","title":"Partner","crd":"4935753"}],"ownership":[{"label":"Steven Romjue","detail":"Founder/managing director in the 50% to 75% ownership band and a control person, since November 2020."},{"label":"Christopher Coble","detail":"Partner in the 25% to 50% ownership band and a control person, since February 2021."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"851 Irwin St, #225C","city":"San Rafael","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-227-2881","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":25},{"label":"U.S. government/agency bonds","percent":24},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":36},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311984/PDF/311984.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020341","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ridgecrest Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ridgecrest Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ridgecrest Wealth Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ridgecrest Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ridgecrest Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ridgecrest Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ridgecrest Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ridgecrest Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ridgecrest Wealth Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ridgecrest Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}