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Willow Creek Wealth Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
PowerShares Cleantech Portfolio $404,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $1.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $480.3K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    8

    name start date
    Jacob Matthew Weber
    May 2019
    Bruce Jay Dzieza
    June 1999
    Teresa Douglas Mitchell
    February 2008
    Mark Francis Keating
    February 2008
    David Dale Homan
    November 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Bruce J. Dzieza -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Bruce Jay Dzieza President, Partner May, 1999 50% to 75%
        Heather Cary Belli Secretary, Chief Compliance Officer, Partner May, 1999 10% to 25%
        Jason Richard Gittins Vice President, Partner February, 2006 10% to 25%
        Kelly A Noonan Treasurer, Chief Operating Officer, Partner February, 2006 10% to 25%
        Mark Francis Keating Assistant Secretary, Partner October, 2011 10% to 25%
        Teresa Douglas Mitchell Assistant Compliance Officer October, 2011 less than 5%
        Timothy Michael Admire Assistant Secretary, Partner January, 2018 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees