WILLOW FINANCIAL LLC
Legal name: WILLOW
CRD #325785 SEC #801-131403 ROGERS, AR (479) 709-3949
SEC Registered
Total AUM
$110.1M
Discretionary
$110.1M
Employees
5
Clients
1
Accounts
326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $110.1M | $110.1M | $0 | 5 | 0 |
| Nov 2025 | $110.1M | $110.1M | $0 | 6 | 0 |
| Sep 2025 | $110.1M | $110.1M | $0 | 5 | 0 |
| Mar 2025 | $110.1M | $110.1M | $0 | 6 | 0 |
| Mar 2025 | $110.1M | $110.1M | $0 | 6 | 0 |
| Oct 2024 | $110.5M | $110.5M | $0 | 6 | 0 |
| Oct 2024 | $110.5M | $110.5M | $0 | 6 | 0 |
| Jan 2024 | $32M | $32M | $0 | 3 | 0 |
| Jan 2024 | $32M | $32M | $0 | 3 | 0 |
| Sep 2023 | $32M | $32M | $0 | 3 | 0 |
| Sep 2023 | $32M | $32M | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
| May 2023 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2025
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2025
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0