Willow Grove Advisors, LLC
● SEC registered since 2019CRD 151993SEC# 801-117042Berkeley, CA
Reg. AUM
$369.8M
Employees
7
Accounts
782
Location
Berkeley, CA
Willow Grove Advisors, LLC assets under management
Willow Grove Advisors, LLC is an investment advisory firm registered with the SEC based in Berkeley, CA. The firm has been registered since 2019. It reports $369.8 million in regulatory assets under management and employs 7 people.
Willow Grove Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Scott Petersen Control | Member | 5-10% | 2009 |
| Keley Renee Petersen Control | Managing Member | Over 75% | 2009 |
| Keley Renee Petersen Control | Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Willow Grove Advisors, LLC manage?
Willow Grove Advisors, LLC reports $369.8 million in regulatory assets under management on its Form ADV.
How many employees does Willow Grove Advisors, LLC have?
Willow Grove Advisors, LLC reports 7 employees.
Where is Willow Grove Advisors, LLC located?
Willow Grove Advisors, LLC is based in Berkeley, CA and has been SEC-registered since 2019.
Does Willow Grove Advisors, LLC disclose fund performance?
Willow Grove Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1919 Addison St, Suite 101, Berkeley, CA 94704 |
| Phone | 510-705-1693 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$369.8M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$369.8Mregulatory AUM
Discretionary $344.9MNon-discretionary $24.9M