Willow Partner Advisors, Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 977
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 977 | — | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aronson, Jason, Alec | Cco | Feb 2020 (7y) | Less than 5% | |
| Roosevelt, Laurence, Garcia | Ceo | Feb 2020 (7y) | Less than 5% | |
| Adrian Todd Colarusso | Registered representative | CFP CFA | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Willow Network, Inc. | Owner | Feb 2020 | A | 75% or more |
| Willow Network, Inc. | Willow Partner Advisors, Llc Is A Wholly Owned Subsidiary Of Willow Network Inc. | Feb 2020 | B | ≈ 56.25% – 100% via Willow Network, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Willow Network, Inc.: 75% – 100% of Willow Network, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 04/06/2026 | 985 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗