WILLOW WEALTH

WILLOW ASSET MANAGEMENT LLC

CRD 282487 · SEC 801-107574

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245 FIFTH AVENUE, 21ST FLOOR, NEW YORK, NY, 10016, United States

Phone

844-943-5378

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.64B

Discretionary AUM

$1.64B

Team

105 total employees; 26 advisory reps; 26 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Yes

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Individuals	216	$10.2M
High net worth individuals	11	$1.4M
Investment companies	1	$148.6M
Pooled investment vehicles	180	$1.48B
Pension/profit sharing plans	2	$27K
Charitable organizations	1	$3K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD