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WILLOW PARTNER ADVISORS, LLC

PRIDES CROSSING, MA · CRD 333917 · IAPD ↗ · my.trustwillow.com · 617-279-3685

$0Regulatory AUM
5Advisory reps
5Employees
1230Clients
1-10Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — WILLOW PARTNER ADVISORS, LLC shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
May 2026 — WILLOW PARTNER ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
May 2026 — WILLOW PARTNER ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
75
May 2026 — WILLOW PARTNER ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
March 2025 — WILLOW PARTNER ADVISORS, LLC (PRIDES CROSSING, MA) is newly SEC-registered with $0 RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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