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Willow Wealth
WILLOW WEALTH is an SEC-registered investment adviser in NEW YORK, NY, registered since 2016. The firm manages approximately $1.6 billion in regulatory assets.
Overview
WILLOW WEALTH is an SEC-registered investment adviser in NEW YORK, NY, registered since 2016. The firm manages approximately $1.6 billion in regulatory assets. It has 105 employees and 26 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What investment stages does Willow Wealth typically target?
No information about stage preference—venture, growth, buyout, or credit—has been made available by the firm.
Which sectors does Willow Wealth explicitly avoid?
Willow Wealth has not published any sector-avoidance criteria. Its portfolio focus, if any, is not part of the public record.
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