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WILLOW GROVE ADVISORS, LLC
CRD 151993 · SEC 801-117042
1919 ADDISON ST, SUITE 101, BERKELEY, CA, 94704, United States
Phone
510-705-1693
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.8M
Discretionary AUM
$344.9M
Team
7 total employees; 5 advisory reps; 13 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $42.6M |
| High net worth individuals | 94 | $327.2M |
States served
CA, LA, MA, NE, NY, OR, WA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD