WILLOW GROVE ADVISORS, LLC
CRD #151993 SEC #801-117042 BERKELEY, CA 510-705-1693
SEC Registered
Total AUM
$300.1M
Discretionary
$272.1M
Employees
6
Clients
1
Accounts
720
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $300.1M | $272.1M | $27.9M | 6 | 7 |
| Jun 2025 | $300.1M | $272.1M | $27.9M | 5 | 7 |
| Mar 2025 | $300.1M | $272.1M | $27.9M | 5 | 7 |
| Mar 2024 | $227.5M | $222.8M | $4.7M | 5 | 5 |
| Mar 2023 | $200.9M | $200.1M | $807.4K | 5 | 1 |
| Jul 2022 | $185.1M | $185.1M | $4.1K | 4 | 0 |
| Jun 2022 | $185.1M | $185.1M | $4.1K | 3 | 0 |
| Mar 2022 | $185.1M | $185.1M | $4.1K | 3 | 0 |
| Mar 2021 | $138.5M | $138.5M | $3.7K | 3 | 0 |
| Jun 2020 | $114.2M | $114.2M | $4.8K | 2 | 0 |
| Mar 2020 | $114.2M | $114.2M | $4.8K | 2 | 0 |
| Jun 2019 | $112.1M | $112.1M | $4.5K | 2 | 0 |
| May 2012 | $37M | $37M | $0 | 1 | 26 |
| Mar 2012 | $37M | $36.7M | $256.9K | 1 | 26 |
| Mar 2012 | $37M | $36.7M | $256.9K | 1 | 26 |
| Dec 2011 | $35.2M | $34.9M | $261K | 1 | 26 |
| Mar 2011 | $32.9M | $32.5M | $360K | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$300.1M
Discretionary$272.1M
Non-Disc.$27.9M
Employees6
Clients7
DateJun 2025
Total AUM$300.1M
Discretionary$272.1M
Non-Disc.$27.9M
Employees5
Clients7
DateMar 2025
Total AUM$300.1M
Discretionary$272.1M
Non-Disc.$27.9M
Employees5
Clients7
DateMar 2024
Total AUM$227.5M
Discretionary$222.8M
Non-Disc.$4.7M
Employees5
Clients5
DateMar 2023
Total AUM$200.9M
Discretionary$200.1M
Non-Disc.$807.4K
Employees5
Clients1
DateJul 2022
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$4.1K
Employees4
Clients0
DateJun 2022
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$4.1K
Employees3
Clients0
DateMar 2022
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$4.1K
Employees3
Clients0
DateMar 2021
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$3.7K
Employees3
Clients0
DateJun 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$4.8K
Employees2
Clients0
DateMar 2020
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$4.8K
Employees2
Clients0
DateJun 2019
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$4.5K
Employees2
Clients0
DateMay 2012
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$37M
Discretionary$36.7M
Non-Disc.$256.9K
Employees1
Clients26
DateMar 2012
Total AUM$37M
Discretionary$36.7M
Non-Disc.$256.9K
Employees1
Clients26
DateDec 2011
Total AUM$35.2M
Discretionary$34.9M
Non-Disc.$261K
Employees1
Clients26
DateMar 2011
Total AUM$32.9M
Discretionary$32.5M
Non-Disc.$360K
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--