← Tributary

WILLOW WEALTH

NEW YORK, NY · CRD 282487 · IAPD ↗ · 844-943-5378

$1.64BRegulatory AUM
26Advisory reps
105Employees
26Clients
0Planning clients
120Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — YIELDSTREET is now doing business as WILLOW WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2025 — YIELDSTREET shrank from 106 to 26 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — YIELDSTREET reported RAUM up 53% ($1.22B -> $1.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — YIELDSTREET grew from 38 to 106 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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