Willow
Willow is an SEC-registered wealth manager in Rogers, AR with $127.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Willow: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325785, SEC 801-131403, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $127.6M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Rogers, AR
- Employees
- 5
- Clients
- 108
- CRD
- 325785
- Ownership
- SCHMITT, STEVEN, MICHAEL; KAPLER, PHILIP, A; Derden, Madison, Elizabeth
How much AUM does Willow have?
Willow reported $127.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Willow?
Disclosed owners and executives of Willow include SCHMITT, STEVEN, MICHAEL, KAPLER, PHILIP, A, Derden, Madison, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.