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DW

David A. Weber

WILLOW CREEK CAPITAL MANAGEMENT
MISSOULA, MT 59802
CRD#: 4723892
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DW
David Anthony WeberWILLOW CREEK CAPITAL MANAGEMENT

Professional summary

David Anthony Weber is a registered financial advisor currently at WILLOW CREEK CAPITAL MANAGEMENT, INC. located in Missoula, Montana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Weber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 9, 2025 - Present

WILLOW CREEK CAPITAL MANAGEMENT, INC.

Office #1: 432 W Spruce St. Ste 102, Missoula, MT 59802
RIA
CRD#: 333911
MISSOULA, MT
Past

January 4, 2019 - April 2, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MISSOULA, MT
Past

January 4, 2019 - April 2, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Missoula, MT
Past

January 29, 2010 - January 16, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
MISSOULA, MT
Past

January 29, 2010 - January 14, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
MISSOULA, MT
Past

September 2, 2005 - February 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MISSOULA, MT
Past

September 2, 2005 - February 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MISSOULA, MT
Past

January 13, 2004 - September 28, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MISSOULA, MT
Past

December 20, 2003 - September 28, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Montana
(12/9/2025)
IAR
Texas
(12/9/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 8/25/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/15/2010
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/6/2010
General Securities Sales Supervisor - Options Module Examination

Current Firm

WC
WILLOW CREEK CAPITAL MANAGEMENT, INC.
ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC. | WILLOW CREEK CAPITAL MANAGEMENT, INC.

CRD#: 333911 / SEC#: 801-134896

RIA
Registered Investment Advisory firm - (12/9/2025 120-Day Approval)
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Contact information

Main Address
432 W Spruce St. Ste 102, Missoula, MT 59802
Mailing Address
Phone number
(406) 830-3286
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - WILLOW CREEK CAPITAL MANAGEMENT, INC. (2/2/2026)
WRAP FEE BROCHURE- WILLOW CREEK CAPITAL MANAGEMENT, INC. (1/30/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WILLOW CREEK CAPITAL MANAGEMENT, INC.

CRD#: 333911Missoula, MT 59802

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