Updated:Jul 6, 2026

Willow Planning Group

Willow Planning Group is a private single-family office focused on long-horizon wealth stewardship; it maintains no public website or disclosed principals.

Willow Planning Group

WILLOW PLANNING GROUP, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

Website

willowplanning.com

linkedin.com/company/kelly-luethje-cfp%c2%ae-51b89414

General information

Firm type

RIA

What is Willow Planning Group?

Willow Planning Group is a ria tracked on Altss.

What does Altss track for Willow Planning Group?

Altss maintains an OSINT-verified profile of Willow Planning Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Willow Planning Group's website?

Willow Planning Group's public website is willowplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Willow Planning Group?

Willow Planning Group is classified by Altss as a RIA.

How does Altss source intelligence on Willow Planning Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Willow Planning Group's Altss profile last updated?

Willow Planning Group's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.