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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | E | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | D | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | D | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | D | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | D | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | D | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PETERSEN, KELEY, RENEE | I | MANAGING MEMBER | D | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | C | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | C | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | C | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | C | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | C | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | C | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | C | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
| PETERSEN, JEFFREY, SCOTT | I | MEMBER | A | Control |
Registrations
Federal
IA
Oct 28, 2025 REGISTERED
Notice Filings (10)
AZ CA CT LA MA NE NY OR TX WA
Address
1919 ADDISON STSUITE 101
BERKELEY, CA 94704
United States
Phone: 510-705-1693