WILLOW CREEK FINANCIAL

Legal name: ORIN GREEN FINANCIAL, LLC

CRD 285670File 801-108776

APPROVED

Retail clients

Custody

Filing as of Mar 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$528.8M

Above cohort median (national)

Discretionary AUM

$524.8M

Non-discretionary $4.0M

Clients

238

873 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Dec 21, 2016
Principal office: 9820 WILLOW CREEK ROAD, SUITE 210, SAN DIEGO, CA, 92131
Phone: (858) 634-3232
Website: HTTPS://WWW.willowcreekfinancial.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $528.8M
Discretionary AUM: $524.8M
Non-discretionary AUM: $4.0M
Discretionary accounts: 865
Non-discretionary accounts: 8
Total accounts: 873
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$9.1M
High net worth individuals	155	$491.2M
Individuals (other than high net worth individuals)	83	$28.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.