WILLOW WEALTH MARKETS LLC

Overview

Willow Wealth Markets LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2015. Ownership is recorded as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and flags it as not a capital allocator. The firm is also noted as not engaging in active ESG investing, not operating as a multi-state adviser, not newly formed, and not acting as a pension consultant or related adviser. Public disclosures in the dataset are sparse on core business lines, client segments, fee schedules, and the specific advisory services the firm offers.

Assets & Accounts

Location & Offices