Willis Asset Finance Management LLC: new SEC registration, $349M AUM, Coconut Creek, FL
Willis Asset Finance Management LLC (Coconut Creek, Florida): new SEC registration, $349M AUM, Coconut Creek, FL. Its amount of 349 is above the median of 134 (82nd percentile). Dated 322 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 349 · 82th percentile of 1,149 NewRiaPulse records · 2.6x the median
Free preview: all 10 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Willis Asset Finance Management LLC |
| Legal name | Willis Asset Finance Management LLC |
| CRD | 337254 |
| Status | Approved |
| Registered with the SEC | 2025-12-17 |
| Latest Form ADV filing | 2026-03-30 |
| Location | Coconut Creek, FL, United States |
| Regulatory AUM | $349,020,000 |
| Accounts | 5 |
| Employees | 17 |
| amount percentile | 82th of 1,149 (median 134, 2.6x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Willis Asset Finance Management LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Willis Asset Finance Management LLC's amount: 82nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $349M under management.
What is the NewRiaPulse record for Willis Asset Finance Management LLC in Coconut Creek, Florida?
Willis Asset Finance Management LLC received SEC registration as an investment adviser (2025-12-17) with $349,020,000 in regulatory assets under management, based in Coconut Creek, FL.
How does Willis Asset Finance Management LLC compare to other Florida NewRiaPulse records?
Its amount of 349 sits in the upper half (82th percentile) of 1,149 records; the median is 134. It is 322 days old; check the official source for later updates before acting.
Willis Asset Finance Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Willis Asset Finance Management LLC | Coconut Creek, FL | 349 | 82nd | 2025-12-17 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.