WILLOW WEALTH

Legal name: WILLOW ASSET MANAGEMENT LLC

CRD 282487File 801-107574

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.64B

Top 25% of cohort (national)

Discretionary AUM

$1.64B

Clients

411

411 accounts

Employees

105

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 6, 2016
Principal office: 245 FIFTH AVENUE, 21ST FLOOR, NEW YORK, NY, 10016
Phone: 844-943-5378
Website: HTTP://WWW.FACEBOOK.COM/WILLOWWEALTH

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.64B
Discretionary AUM: $1.64B
Non-discretionary AUM: $0
Discretionary accounts: 411
Non-discretionary accounts: 0
Total accounts: 411
AUM per client: $4.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$148.6M
Charitable organizations	1	$3K
High net worth individuals	11	$1.4M
Pooled investment vehicles	180	$1.48B
Pension and profit sharing plans	2	$27K
Individuals (other than high net worth individuals)	216	$10.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11
Q11C1
Q11C2
Q11C4
Q11C5

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.