Willow Wealth Markets LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
14
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 first registered in 2015. Public records classify the firm as "Unclassified" and list ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser, is not newly formed, and does not report pension consulting or a related-adviser relationship. The firm has not disclosed its client mix, fee schedule, specific business activities, or advisory services in the data provided. That absence of detail means there is little public information about their target client segments, service model, or investment approach.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Thomas Williams

    Thomas Williams

    Chief Investment OfficerCRD 4773501

Contacts

3 of 13
  • Sean Sullivan

    Sean Sullivan

    AssociateCRD 7097419

  • Mukti Vasanji

    Mukti Vasanji

    AssociateCRD 6626799

  • Peter Sinelnikov

    Peter Sinelnikov

    Senior ManagerCRD 6493208

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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