# Willow Partner Advisors, LLC

> Willow Partner Advisors, LLC is an SEC-registered investment advisory firm in Prides Crossing, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 333917
- Filed as: WILLOW PARTNER ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prides Crossing, MA
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333917
- AdvisorCensus page: https://advisorcensus.com/firm/willow-partner-advisors-llc-prides-crossing-ma-333917

## Quick answers

**How is Willow Partner Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Willow Partner Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Willow Partner Advisors, LLC located?**
Willow Partner Advisors, LLC's principal office is in Prides Crossing, MA, according to its Form ADV.

**Is Willow Partner Advisors, LLC registered with the SEC or a state?**
Willow Partner Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333917.

**How much does Willow Partner Advisors, LLC manage?**
Willow Partner Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 6, 2026.

**How have Willow Partner Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Willow Partner Advisors, LLC: Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data. Total employees: 10 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Willow Partner Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (977).

**Does Willow Partner Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333917

**Does Willow Partner Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 6, 2026 says: "There is no fee or minimum level of wealth to use the website at www.trustwillow.com."

**What changed in Willow Partner Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 10 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 6, 2026)

- Account minimum: None

> There is no fee or minimum level of wealth to use the website at www.trustwillow.com.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 977 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- my.trustwillow.com
- secure.trustwillow.com
- Facebook @trustwillow
- Instagram @trustwillow
- LinkedIn @trustwillow
- X @trustwillow

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 10 | April 24, 2025 |
| October 2026 | $0 | 5 | April 6, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data.
Total employees: 10 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 10 to 5.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willow Partner Advisors, LLC (CRD 333917): Form ADV filing data as of October 2026.