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WILLOW GROVE ADVISORS, LLC
CRD 151993File 801-117042
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$369.8M
Below cohort median (national)
Discretionary AUM
$344.9M
Non-discretionary $24.9M
Clients
194
782 accounts
Employees
7
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 26, 2019
- Principal office
- 1919 ADDISON ST, SUITE 101, BERKELEY, CA, 94704
- Phone
- 510-705-1693
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $369.8M
- Discretionary AUM
- $344.9M
- Non-discretionary AUM
- $24.9M
- Discretionary accounts
- 680
- Non-discretionary accounts
- 102
- Total accounts
- 782
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 94 | $327.2M |
| Individuals (other than high net worth individuals) | 100 | $42.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.