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WILLOW GROVE ADVISORS, LLC

BERKELEY, CA · CRD 151993 · IAPD ↗ · willowgroveadvisors.com · 510-705-1693

$369.8MRegulatory AUM
5Advisory reps
7Employees
13Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — WILLOW GROVE ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
December 2025 — WILLOW GROVE ADVISORS, LLC notice-filed in CT, LA, NE, NY, OR, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
July 2025 — WILLOW GROVE ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
64
April 2025 — WILLOW GROVE ADVISORS, LLC reported RAUM up 32% ($227.5M -> $300.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.