AUMdb

Ridgecrest Wealth Partners, Llc

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 311984 · SEC file 801-120053 · San Rafael, CA · RIDGECRESTWP.COM
☆ Save with Pro ADV data as of Mar 17, 2026
Regulatory AUM
$705M
Discretionary
$522M
Clients
744
Avg AUM / client
$948K
Accounts
744
Employees
3

AUM over time

$0 $705M
Nov 29, 2020 Mar 17, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026

Investments (13F portfolio — 96 positions, $181,169,113)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Apple Inc COM $19,645,448 77,408 10.8% 2.79%
2 Alphabet Inc CAP STK CL A $12,657,837 44,018 6.99% 1.8%
3 Ishares Tr CORE DIV GRWTH $12,576,267 179,200 6.94% 1.78%
4 Nvidia Corporation COM $12,312,342 70,598 6.8% 1.75%
5 Vanguard Index Fds S&P 500 ETF SHS $9,518,992 15,930 5.25% 1.35%
6 Broadcom Inc COM $6,915,939 22,345 3.82% 0.98%
7 Ishares Tr CORE S&P500 ETF $6,753,538 10,339 3.73% 0.96%
8 Vanguard Specialized Funds DIV APP ETF $6,355,194 29,551 3.51% 0.9%
9 Ishares Tr CORE S&P TTL STK $5,706,028 40,062 3.15% 0.81%
10 Chevron Corporation COM $5,664,508 27,378 3.13% 0.8%
11 Microsoft Corp COM $5,595,751 15,117 3.09% 0.79%
12 Alphabet Inc CAP STK CL C $5,192,616 18,102 2.87% 0.74%
13 Procter & Gamble Co COM $3,264,055 22,598 1.8% 0.46%
14 Berkshire Hathaway Inc Del CL A $2,872,560 4 1.59% 0.41%
15 Ishares Tr CORE HIGH DV ETF $2,616,246 19,277 1.44% 0.37%
16 Vanguard Whitehall Fds HIGH DIV YLD $2,538,730 17,142 1.4% 0.36%
17 State Str Spdr S&P 500 Etf T TR UNIT $2,459,005 3,781 1.36% 0.35%
18 Coca Cola Co COM $2,153,432 28,316 1.19% 0.31%
19 Cisco Sys Inc COM $2,091,704 26,958 1.15% 0.3%
20 Jpmorgan Chase & Co COM $2,019,869 6,867 1.11% 0.29%
21 S&P Global Inc COM $1,983,786 4,664 1.1% 0.28%
22 Applied Matls Inc COM $1,918,467 5,613 1.06% 0.27%
23 Abbvie Inc COM $1,813,514 8,338 1.0% 0.26%
24 Netflix Inc. COM $1,743,272 18,131 0.96% 0.25%
25 Brunswick Corp COM $1,732,270 23,808 0.96% 0.25%

Top 25 of 96 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 160 $39.4M 5.59%
High net worth individuals 579 $664M 94.1%
Charitable organizations 4 $1.3M 0.19%
Corporations and other businesses 1 $477K 0.07%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Steven Kent Romjue Founder/Managing Director Nov 2020 (6y) 50% – 75%
Christopher J Coble Partner Feb 2021 (6y) 25% – 50%
Eldridge, Michelle, Lea Chief Compliance Officer Sep 2023 (3y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/17/2026 905 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Pension consulting services
  • • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.

View current Form ADV (SEC/IAPD) ↗