President, CEO, Partner · Willow Creek Wealth Management, Inc.
Timothy M. Admire
CRD 7085650 · Named on Form ADV at one SEC-registered adviser
At a glance
Willow Creek Wealth Management, Inc., an SEC-registered wealth manager based in Sebastopol, CA with $2.3 billion in regulatory assets, lists Timothy M. Admire on its Form ADV as President, CEO, Partner, a control person.
Firms and roles
- Willow Creek Wealth Management, Inc.President, CEO, PartnerWealth manager · Sebastopol, CA · $2.3B in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (6)
- Bruce J. DziezaChairman of the Board, Partner, Willow Creek Wealth Management, Inc.
- Heather C. BelliChief Compliance Officer, Partner, Willow Creek Wealth Management, Inc.
- Jason R. GittinsDirector of Advisory Services, Partner, Willow Creek Wealth Management, Inc.
- Kelly A NoonanChief Operating Officer, Cheif Financial Officer, Partner, Willow Creek Wealth Management, Inc.
- Mark F. KeatingChief Investment Officer, Partner, Willow Creek Wealth Management, Inc.
1 more person named with Timothy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.