Willow Wealth
New York, NY·SEC-registered · CRD #282487
Willow Wealth is an SEC-registered investment advisory firm in New York, NY managing $1.6B across 411 client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
411
Advisory staff
26
Fee model
Fee-only
How Willow Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Willow Wealth
How much does Willow Wealth manage?
Per its most recent SEC Form ADV filing (06/15/2026), Willow Wealth reports $1.6B in regulatory assets under management across roughly 411 client accounts.
How does Willow Wealth charge?
Willow Wealth is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Willow Wealth a fiduciary?
Yes. Willow Wealth is registered with the U.S. Securities and Exchange Commission (CRD #282487), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Willow Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Willow Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Willow Wealth's public SEC Form ADV filing (CRD #282487, filed 06/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Willow Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Willow Wealth? Claim this profile.