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WILLOW
WILLOW FINANCIAL LLC
CRD 325785 · SEC 801-131403
2860 WEST WALNUT STREET, SUITE 100, ROGERS, AR, 72756, United States
Phone
(479) 709-3949
Fax
(479) 412-3898
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.6M
Discretionary AUM
$127.6M
Team
5 total employees; 4 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $33.9M |
| High net worth individuals | 46 | $93.7M |
States served
AR, OK, TN
All web addresses on file
- https://www.linkedin.com/company/pathway-by-willow
- https://willownwa.com
- https://www.facebook.com/profile.php?id=61572956404840
- https://www.facebook.com/profile.php?id=61573014237894
- https://www.linkedin.com/company/willow-nwa
- http://www.willowfinancialnwa.com/
- https://pathwaybywillow.com
- https://www.facebook.com/people/Willow-Financial/61575036106597/
Official SEC filing: View on IAPD