# Willow Wealth

Willow Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://willowwealth.com

## Regulatory record

- **CRD number:** 282487
- **SEC file number:** 801-107574
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282487

## About

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.

## 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.

## Related profiles

- [Marquette Wealth Management](https://altss.com/profile/marquette-wealth-management)
- [REBAR & ASSOCIATES STRATEGIC SERVICES, LLC](https://altss.com/profile/rebar-and-associates-strategic-services-llc)

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Last updated: 2026-07-06T01:24:28.999Z

Canonical page: https://altss.com/profile/willow-wealth

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