Christopher
Coble

Ridgecrest Wealth Partners, LLC

CRD#4935753
Investment Advisor
in Mill Valley, CA

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About this Advisor

Christopher Coble is a financial advisor working out of Mill Valley, California, who has been in the industry for 10 years. Coble currently works for Ridgecrest Wealth Partners, LLC. Their career trajectory has included roles at Morgan Stanley, Passport Capital, Cota Capital, Pacific Grove Capital, Imagine Ventures, Morgan Stanley Private Bank, N.A and Ridgecrest Wealth Partners, LLC. Coble maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in California. Ridgecrest Wealth Partners, LLC is an advisory business that has its headquarters in Mill Valley, California. It manages $591 million in assets under management among its 548 accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 548 accounts, 87% are associated with high-net-worth investors who have more than $1 million in investable assets. The business provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. However, fee types billed by Ridgecrest Wealth Partners, LLC most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

516 Summit Ave
Mill Valley, CA 94941

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Ridgecrest Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$590,580,268

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

548

CA Average: 3,727
Average Account Size

$1,077,701

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Coble Work History

Christopher has 10 years of experience.

2021 - Present (2 years)

Ridgecrest Wealth Partners, LLC

2019 - 2021 (2 years)

Morgan Stanley

2019 - 2021 (2 years)

Morgan Stanley Private Bank, N.A

2018 - 2019 (1 year)

Passport Capital

2017 - 2018 (1 year)

Pacific Grove Capital

2016 - 2017 (1 year)

Imagine Ventures

2015 - 2016 (1 year)

Cota Capital

2012 - 2015 (3 years)

Passport Capital

Disclosures

Christopher Coble has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ridgecrest Wealth Partners, LLC

Christopher Coble
Mill Valley, CA
Steven Romjue
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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