WILLOW PARTNER ADVISORS, LLC

CRD 333917 · SEC 801-131624

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23 PAINE AVENUE, PRIDES CROSSING, MA, 01965, United States

Phone

617-279-3685

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

5 total employees; 5 advisory reps; 1230 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	977	—

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, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://my.trustwillow.com
https://secure.trustwillow.com
https://www.linkedin.com/company/trustwillow
https://twitter.com/trustwillow
https://facebook.com/trustwillow
https://www.instagram.com/trustwillow

Official SEC filing: View on IAPD