WILLOW WEALTH MARKETS LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
15
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 a limited liability company that registered with the SEC in 2015. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as unclassified in the data set and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not a multi-state adviser, and is not documented as a pension consultant or a related adviser. The firm has not disclosed public detail about its advisory or business activities in the source material, so there is no description of client segments, fee schedules, or investment mandates available in the record.

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

    President and Chief Investment OfficerCRD 2086078

  • THOMAS WILLIAMS

    Chief Investment OfficerCRD 4773501

Contacts

3 of 13
  • Stewart Newblatt

    AssociateCRD 8158123

  • Mukti Vasanji

    AssociateCRD 6626799

  • Noah Weinberg

    Associate DirectorCRD 8141504

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth