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| Willow Grove Advisors LLC
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|
|---|---|
| CRD # | 151993 |
| SEC # | 801-117042 |
| CIK # | |
| AUM | $300.1 M (2025-06-02) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 510-705-1693 |
| Address | 1919 Addison St Berkeley, CA 94704 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 39.3 |
| (b) Individuals (high net worth individuals) | 88 | 260.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 720 | 300.1 |
| By Discretionary | ||
| Discretionary | 631 | 272.1 |
| Non-Discretionary | 89 | 27.9 |
| Total | 720 | 300.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.4 | |
| United States Persons | 289.6 | |
| Total | 720 | 300.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 0.3 |
|
BCO Wealth Management LLC
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|
NM | 0.3 |
|
Wealthharbor Capital Group LLC
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LA | 0.3 |
|
Topel & Distasi Wealth Management LLC
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|
Croak Asset Management LLC
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OH | 0.3 |
|
Eltekon Advisors LLC
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TX | 0.3 |
|
Premia Global Advisors LLC
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|
FL | 0.3 |
|
Gen-Wealth Partners Inc
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|
MI | 0.3 |
|
M Group Investment Advisor LLC
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|
0.3 | |
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 0.3 |