Willow Grove Advisors, LLC
Willow Grove Advisors, LLC is an SEC-registered wealth manager in Berkeley, CA with $369.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Willow Grove Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151993, SEC 801-117042, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $369.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Berkeley, CA
- Employees
- 7
- Clients
- 194
- CRD
- 151993
- Ownership
- PETERSEN, JEFFREY, SCOTT; PETERSEN, KELEY, RENEE
How much AUM does Willow Grove Advisors, LLC have?
Willow Grove Advisors, LLC reported $369.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Willow Grove Advisors, LLC?
Disclosed owners and executives of Willow Grove Advisors, LLC include PETERSEN, JEFFREY, SCOTT, PETERSEN, KELEY, RENEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.