Willow Wealth Markets LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
172295
Registered since
January 7, 2015
Website
cadre.com

Firm profile

FINTRX

Overview

Willow Wealth Markets LLC is an SEC-registered limited liability company that was first registered as an adviser in 2015. The firm's ownership is listed as a combination of a domestic entity and an individual. Public filings classify the firm as "unclassified" and indicate it is not a capital allocator. The adviser does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not described as a pension consultant or related adviser in available records. Details about the firm's advisory offerings, client types, fee schedules, investment strategies and business activities were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Ted Yarbrough

    Ted Yarbrough

    President and Chief Investment OfficerCRD 2086078

  • Thomas Williams

    Thomas Williams

    Chief Investment OfficerCRD 4773501

Contacts

3 of 14
  • Stewart Newblatt

    Stewart Newblatt

    AssociateCRD 8158123

  • Mukti Vasanji

    Mukti Vasanji

    AssociateCRD 6626799

  • Noah Weinberg

    Noah Weinberg

    Associate DirectorCRD 8141504

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
245 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth