Christopher
Coble
Ridgecrest Wealth Partners, LLC
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ridgecrest Wealth Partners, LLC Brokerage Details
$590,580,268
3
548
$1,077,701
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Ridgecrest Wealth Partners, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Passport Capital
Pacific Grove Capital
Imagine Ventures
Cota Capital
Passport Capital
Disclosures
Christopher Coble has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ridgecrest Wealth Partners, LLC
Mill Valley, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.