Ridgecrest Wealth Partners, LLC

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Client assets under management

$703,333,063

Clients

739

78% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

370

Very High

Average account size

$951,736

About

Ridgecrest Wealth Partners is an SEC-registered advisory firm that provides discretionary and non-discretionary investment management, financial planning, and financial institution consulting to individuals, high‑net‑worth clients, trusts, estates, and retirement plan participants. As of December 31, 2025 the firm reported managing approximately $705 million across roughly 744 accounts.

The firm employs a mix of fundamental, technical, and charting analysis and uses both active and passive strategies to construct portfolios, including relative‑strength sector tilts via ETFs, options strategies, alternative investments, tactical asset allocation, trend‑following, and Modern Portfolio Theory. Portfolios are monitored on an ongoing basis and can be customized for individual risk profiles, with the firm noting tailored approaches for some HNW clients that may include margin or leveraged strategies.

Ridgecrest is noteworthy for operating with a small adviser team while managing a large asset base and client roster — the reported figures imply more than 200 clients per adviser and over $200 million in AUM per adviser, which is uncommon among similar team firms. The brochure also discloses that certain supervised persons are licensed insurance agents who may sell commissionable insurance products, and that the firm provides consulting to broker‑dealer customers and uses the tru Independence platform; these relationships and associated conflicts are described along with procedures the firm uses to address them.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Fixed fees for financial planning and consulting services, negotiated per engagement.

Percentage

Up to 1.5% annually, potentially tiered or flat percentage based on agreement

Other

Minimum fee: Minimum monthly fee may apply as stipulated in the Investment Advisory Agreement. Fee-only: Fixed fees for financial planning and consulting services based on negotiated or quoted amounts.

Main office location

Ridgecrest Wealth Partners, LLC

851 Irwin St, #225 C

San Rafael CA 94901, United States

Number of offices

Most active in

California · Colorado · Florida · Louisiana · New York · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 415-227-2881

Advisors at this firm

Christopher C

Series 63, Series 66

San Rafael, CA

Ridgecrest Wealth Partners, LLC

Christopher Coble is a financial advisor at Ridgecrest Wealth Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Passport Capital, Pacific Grove Capital, Imagine Ventures, and Cota Capital. Outside of his advisory role, he is the sole proprietor of a business called Bike Race. Ridgecrest Wealth Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a combination of passive and active management strategies tailored to client objectives and risk profiles, managing approximately $619.6 million across about 688 accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments

Steven R

Series 63

San Rafael, CA

Ridgecrest Wealth Partners, LLC

Steven Romjue is a financial advisor at Ridgecrest Wealth Partners, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He has been with Ridgecrest Wealth Partners since 2021. Ridgecrest Wealth Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a combination of passive and active management strategies, including fundamental and technical analysis, options strategies, and tactical asset allocation, tailoring recommendations to client-specific profiles.

Active portfolio management Options & derivatives strategies Private / alternative investments

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