Willow is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rogers, AR. Its latest Form ADV filing, dated April 10, 2026, reports $128M in regulatory assets under management, 5 employees, and 358 accounts.
Assets Under Management
$128M
Employees
5
Offices
--
Total Clients
108
Primary office
ROGERS, AR
2860 WEST WALNUT STREET, SUITE 100, ROGERS, AR, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
62
2
HNWI
42.6%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of April 10, 2026
Discretionary100.0%
$128M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$128M
Total Accounts358
10Y AUM Change+$128M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee22:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.