# Willis Asset Finance Management LLC: new SEC registration, $349M AUM, Coconut Creek, FL

**Score:** 40/100

| 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 |

## Why this score
- $349M under management.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/337254). Last refreshed: 2026-10-28T20:49:58.746Z.
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.