Ridgecrest Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$703,333,063
Clients
739
Advisors
2
of 3 employees
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
Expertise
Fee options
Fixed fees for financial planning and consulting services, negotiated per engagement.
Up to 1.5% annually, potentially tiered or flat percentage based on agreement
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
851 Irwin St, #225 C
San Rafael CA 94901
Advisors at this office
2
Most active in
California · Colorado · Florida · Louisiana · New York · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 worked at firms including Morgan Stanley Private Bank and Passport Capital. Outside his advisory role, he is the sole proprietor of Bike Race, a business activity unrelated to his financial work. Ridgecrest Wealth Partners is an SEC-registered advisory firm managing approximately $705 million across 744 accounts. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants using a combination of fundamental, technical, and charting analysis with both active and passive investment strategies tailored to client risk profiles.
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.
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