Willow Grove Advisors, Llc
- Regulatory AUM
- $370M
- Discretionary
- $345M
- Clients
- 194
- Avg AUM / client
- $1.9M
- Accounts
- 782
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $42.6M | 11.5% |
| High net worth individuals | 94 | $327M | 88.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Scott Petersen | Member | Oct 2009 (17y) | 5% – 10% | |
| Keley Renee Petersen | Managing Member | Oct 2009 (17y) | 75% or more | |
| Wing Yin Emily Kong | Registered representative | CFP | Mar 2021 (5y) | |
| Claudina Elizebeth Campbell | Registered representative | CFP | Jun 2022 (4y) | |
| Sarah Elizabeth Smith | Registered representative | Nov 2022 (4y) | ||
| Laura M. Kohler | Registered representative | Apr 2026 (0y) | ||
| Arijeet Singh | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $345M (93% of AUM) Mar 2026
- Charles Schwab & Co. $24.8M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗