WILLOW

Overview

Willow is an independent, individually owned registered investment adviser that began SEC reporting in 2024. The firm serves individuals and families and positions itself as a capital allocator, working with third‑party managers alongside in‑house portfolio work. Primary advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Willow charges clients on hourly and fixed‑fee bases. It does not identify as an active ESG investor and is not set up as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives