David D. Homan

WILLOW CREEK WEALTH MANAGEMENT

SEBASTOPOL, CA 95472

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CRD#: 6180968

Professional summary

David Dale Homan JR., CFP® is a registered financial advisor currently at WILLOW CREEK WEALTH MANAGEMENT, INC. located in Sebastopol, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 1 firm .

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.

CEO AND MAJORITY OWNER OF INTERSECT MARKETING GROUP, AN S CORPORATION ENGAGED IN ONLINE MARKETING OF SMALL BUSINESS AND REAL ESTATE. THIS IS A NON-INVESTMENT RELATED ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Dale Homan JR.'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

November 1, 2013 - Present

WILLOW CREEK WEALTH MANAGEMENT, INC.

Office #1: 825 Highway 116, North Ste. #5, Sebastopol, CA 95472

RIA

CRD#: 109240

SEBASTOPOL, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WILLOW CREEK WEALTH MANAGEMENT, INC.

WILLOW CREEK FINANCIAL SERVICES, INC. | WILLOW CREEK WEALTH MANAGEMENT, INC.

CRD#: 109240 / SEC#: 801-56562

RIA

Registered Investment Advisory firm - (5/1/1999 Approved)

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

California
(11/1/2013)

IAR

Oregon
(10/19/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WILLOW CREEK WEALTH MANAGEMENT, INC.

WILLOW CREEK FINANCIAL SERVICES, INC. | WILLOW CREEK WEALTH MANAGEMENT, INC.

CRD#: 109240 / SEC#: 801-56562

RIA

Registered Investment Advisory firm - (5/1/1999 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(707) 829-1146

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WILLOW CREEK WEALTH MANAGEMENT, INC. FORM ADV 2A/2B - MARCH 3, 2025 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	2,923
AUM (Assets Under Management)	$ 1,945,693,378

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.

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David D. Homan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Dale Homan JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLOW CREEK WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

WILLOW CREEK WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

WILLOW CREEK WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLOW CREEK WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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