WILLOW RUN ADVISORS

NEW YORK, NY · CRD 343930 · IAPD ↗ · 646-600-8059

$2.20BRegulatory AUM

5Advisory reps

7Employees

1Clients

0Planning clients

0Private funds

1States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

100

October 2026 — WILLOW RUN ADVISORS (NEW YORK, NY) is newly SEC-registered with $2.20B RAUM and 5 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.