SourcingSourcing

RIDGECREST WEALTH PARTNERS, LLC

C47
CRD 311984·SEC 801-120053·SAN RAFAEL, CA
AUM
$705.1M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIDGECREST WEALTH PARTNERS, LLC
CRD
311984
SEC file #
801-120053
EIN
854374755
DBA names
—

Economics

AUM
$705.1M
AUM band
$500M-$1B
AUM trajectory
'22'26
$460.3M → $705.1M▲ +53%
Client mix
Individuals High Net Worth579
Individuals Other160
Charitable Organizations4
Corporations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
1 advisors → 2 advisors▲ +100%
Primary office
SAN RAFAEL CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
ridgecrestwp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROMJUE, STEVEN, KENT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ROMJUE, STEVEN, KENT
COBLE, CHRISTOPHER, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RIDGECRESTWP.COM
Rdap Domain Creation Date
2020-11-13T03:06:07Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001860719
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-05-19
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001860719-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3726
Soi Zip Pct 200k Plus
0.214
Soi Zip Returns 200k Plus
4,140
Soi Zip Total AGI
3,465,550
Fdic Zip Total Deposits
74,776,470,000
Fdic Zip Branch Count
535
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Luther Burbank Savings

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
35 MILLER AVENUE#26MILL VALLEY, CA 94941
Business
516 SUMMIT AVENUEMILL VALLEY, CA 94941
Edgar EIN
854374755
Edgar Recent Filings
13F-HR2026-04-22 · 0001860719-26-000002
13F-HR2026-01-22 · 0001860719-26-000001
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaSan Rafael, CA
Redwood BankSan Rafael, CA
Fdic Zip HHI
981.81
Fdic Zip Top Bank Share Pct
18.34
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-11-13T03:06:07Z
Rdap Domain Last Changed
2025-10-29T07:37:05Z
Rdap Nameservers
Ns1.domain.comNs2.domain.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI53,560
Returns4,520
Stub 2
AGI133,347
Returns3,590
Stub 3
AGI153,150
Returns2,480
Soi Zip Total Business Income
214,568
Soi Zip Total Cap Gains
437,999
Soi Zip Total Dividends
199,599
Soi Zip Total Returns
19,350
Top Owner CRD
1822291
Trust Company Affiliate
No

People (3)

3
ROMJUE, STEVEN, KENT
IAR · Direct Owner · 62.5%
1822291
COBLE, CHRISTOPHER, J
IAR · Direct Owner · 37.5%
4935753
MICHELLE LEA ELDRIDGE
Executive Officer · 2.5%
4143449