Overview
Assets Under Management: $128 million
Headquarters: ROGERS, AR
High-Net-Worth Clients: 46
Average Client Assets: $2.0 million
Frequently Asked Questions
WILLOW is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325785), WILLOW is subject to fiduciary duty under federal law.
WILLOW is headquartered in ROGERS, AR.
WILLOW serves 46 high-net-worth clients according to their SEC filing dated April 10, 2026. View client details ↓
According to their SEC Form ADV, WILLOW offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WILLOW manages $128 million in client assets according to their SEC filing dated April 10, 2026.
According to their SEC Form ADV, WILLOW serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.40%
Average Client Assets: $2.0 million
Total Client Accounts: 358
Discretionary Accounts: 358
Regulatory Filings
CRD Number: 325785
Filing ID: 2093547
Last Filing Date: 2026-04-10 10:05:57