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| Keyboard |
| Willow Grove Advisors LLC
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|---|---|
| CRD # | 151993 |
| SEC # | 801-117042 |
| CIK # | |
| AUM | 369.8 M (2026-03-13) |
| Employees | 7 (71% 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) | 100 | 42.6 |
| (b) Individuals (high net worth individuals) | 94 | 327.2 |
| (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 | 782 | 369.8 |
| By Discretionary | ||
| Discretionary | 680 | 344.9 |
| Non-Discretionary | 102 | 24.9 |
| Total | 782 | 369.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.1 | |
| United States Persons | 355.6 | |
| Total | 782 | 369.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 13 (4 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Archer Investment Management LLC
✚
|
370.8 M | |
|
Langley Wealth Management LLC
✚
|
MS | 370.6 M |
|
Wealthspring Partners LLC
✚
|
CA | 370.2 M |
|
Cosner Financial Group LLC
✚
|
CO | 369.8 M |
|
Valued Wealth Advisors LLC
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|
UT | 369.7 M |
|
MZ KARK & Associates Inc
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|
CO | 369.6 M |
|
Boothe Investment Group Inc
✚
|
DE | 369.3 M |
|
Stonebridge Wealth Systems LLC
✚
|
NE | 369.1 M |
|
Integrity Wealth Solutions LLC
✚
|
CO | 369.0 M |
|
Tagstone Capital Inc
✚
|
NC | 368.9 M |