This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$529MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$525M

Private client RAUM

$520MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$106Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

873

Individual clients

83

High net worth clients

155

Custody, client assets

$514M

SEC number

801-108776

CIK

1844227

CRD

285670

Filings on the tape

29

First filed

Nov 30, 2016

Latest filed

Mar 13, 2026

Organised

Limited Liability Company, CA

Website

willowcreekfinancial.com

• Occurred

  Jun 12, 2025
  Advisor changed firm

  Michael Bailey Mayer left Willow Creek Financial for Corient (registered 2025-06-11)

  Form ADVobserved 6 days ago
• Occurred

  Nov 30, 2016
  First Form ADV filing

  Orin Green & Associates filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:90e6c226-2ba1-3436-5417-71e7366ca7d1

First observed

Nov 30, 2016

Last observed

Mar 13, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.