A complete list of active advisors currently associated with Ridgecrest Wealth Partners, LLC

Warmer can help you find a great advisor at Ridgecrest Wealth Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ridgecrest Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.