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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TED YARBROUGH
President and Chief Investment OfficerCRD 2086078
THOMAS WILLIAMS
Chief Investment OfficerCRD 4773501
Contacts
3 of 13Stewart Newblatt
AssociateCRD 8158123
Mukti Vasanji
AssociateCRD 6626799
Noah Weinberg
Associate DirectorCRD 8141504
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
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