WILLOW

Legal name: WILLOW FINANCIAL LLC

CRD 325785File 801-131403

APPROVED

Retail clients

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$127.6M

Bottom 25% of cohort (national)

Discretionary AUM

$127.6M

Clients

108

358 accounts

Employees

Bottom 25% of cohort in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Nov 1, 2024
Principal office: 2860 WEST WALNUT STREET, SUITE 100, ROGERS, AR, 72756
Phone: (479) 709-3949
Website: https://www.linkedin.com/company/pathway-by-willow

Assets & accounts

ADV Item 5F

Total regulatory AUM: $127.6M
Discretionary AUM: $127.6M
Non-discretionary AUM: $0
Discretionary accounts: 358
Non-discretionary accounts: 0
Total accounts: 358
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	46	$93.7M
Individuals (other than high net worth individuals)	62	$33.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This 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.