Steven Romjue
Steven Romjue is a registered investment advisor at Ridgecrest Wealth Partners, LLC, based in San Rafael, CA, with 37 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 688 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ridgecrest Wealth Partners charges an annual management fee based on the value of your investments. The fee can be a fixed percentage, a fixed dollar amount, a tiered schedule, or a linear schedule. The annual fee ranges up to 1.5% and is charged monthly.
Location
851 Irwin St, #225C, San Rafael, CA, 94901
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Regulatory History (2)
Regulatory
April 2022Employment Separation After Allegations
November 2020Employment History
Current Registrations
Ridgecrest Wealth Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.