Willow Wealth Markets LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 172295
- Registered since
- January 7, 2015
- Website
- cadre.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Thomas Williams
Chief Investment OfficerCRD 4773501
Contacts
3 of 13
Sean Sullivan
AssociateCRD 7097419
Mukti Vasanji
AssociateCRD 6626799

Peter Sinelnikov
Senior ManagerCRD 6493208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Coview Capital, Inc.
Broker-DealerNew York, NY
UBS Asset Management (US) Inc.
Broker-DealerNew York, NY
Cohen & Steers Securities, LLC
Broker-DealerNew York, NY
Keefe, Bruyette & Woods, Inc.
Broker-DealerNew York, NY
J.P. Morgan Securities LLC
Broker-DealerNew York, NY
Allen & Company LLC
Broker-DealerNew York, NY