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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-2009
- Office Locations
- 3
Office Locations
About Willow Grove Advisors, LLC
Willow Grove Advisors is an independent boutique wealth manager serving global families, entrepreneurs, and multi-generation households, including U.S. expats and non-citizens with cross-border tax, banking, insurance, FX, and legal complexity. The team provides integrated financial planning and portfolio construction, commonly using public funds and ETFs, with custody relationships that include Schwab and Fidelity. Fee-only and non-proprietary; founder Keley Petersen brings decades of global markets experience, including work with central banks.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KELEY RENEE PETERSEN
Financial Advisor, General Partner, Managing Member
- CRD
- #1738238
- Ownership
- 75% or more
JEFFREY SCOTT PETERSEN
Advisor
- CRD
- #5569357
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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CLAUDINA ELIZEBETH CAMPBELL
Wealth Advisor
- CRD
- #5618426
Laura M. Kohler
--
- CRD
- #8236597
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $344,908,468 | $507,218 |
| Non-Discretionary | $24,875,151 | $243,874 |
| Total | $369,783,619 | $472,869 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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