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Current Employers
Willow Creek Wealth Management, Inc.

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-09
  • CA RA
    APPROVED
    Since 2026-06-09

Branch Locations

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Broadmark Asset Management Llc San Francisco CA 01/2010 12/2016
Launchsail Llc Mill Valley CA 01/2017 12/2018
Willow Creek Wealth Management Inc. Sebastopol CA 01/2019 Present
  • 01/2010 → 12/2016
    Broadmark Asset Management Llc
    San Francisco, CA
  • 01/2017 → 12/2018
    Launchsail Llc
    Mill Valley, CA
  • 01/2019 → Present
    Sebastopol, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-17
  • S63 Uniform Securities Agent State Law Examination
    2000-08-17
Designations
Other Names
  • Rawson Clarke Smith

View on SEC IAPD

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