Willow

Overview

Willow is an SEC registered investment adviser based in Rogers, AR, registered since 2023. It reports $128M in assets under management across 358 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$128M

Discretionary

100%

Accounts

358

Average account

$357K

Employees

5

Advisory reps

4

Registered since

2023

Jurisdictions

3

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Hourly Charges

Executive officers 3 of 3

• Philip A Kapler Member, Principal, Chief Compliance Officer CRD 6429605
• Steven Michael Schmitt Managing Member, Principal CRD 5450875
• Madison Elizabeth Derden Member, Financial Advisor CRD 6968144

Advisory reps 3 of 4

• Joseph Angelo Chowansky Insurance Agent · Investment Adviser Rep CRD 7286293
• Madison Elizabeth Derden Investment Adviser Rep CRD 6968144
• Philip A Kapler Investment Adviser Rep CRD 6429605

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

2860 W Walnut St Ste 100
Rogers, AR 72756

County

Benton

Metro area

Fayetteville-Springdale-Rogers, AR

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: willownwa.com

Every state, with registration dates

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