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WILLOW WEALTH
NEW YORK, NY
844-943-5378
SEC #801-107574Total AUM
$1.6B
Employees
105Clients
411Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
245 FIFTH AVENUE
21ST FLOOR
NEW YORK
NY 10016
United States
21ST FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9-6
Monday - Friday
Monday - Friday
Phone
844-943-5378
Other Offices
1
Financials
Total AUM
$1.6B
Accounts
411Discretionary
$1.6B
Accounts
411Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
216AUM
$10.2M
HNW Individual Clients
11AUM
$1.4M
Investment Company Clients
1AUM
$148.6M
Pooled Vehicle Clients
180AUM
$1.5B
Pension/Profit Sharing Plan Clients
2AUM
$27K
Charitable Organization Clients
1AUM
$3K
Services
Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.