Wesley Miller signed Willow Private Wealth LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willow Private Wealth LLC's EIN is 87-2167477.
Download the official 2025 Form 5500 (PDF) for Willow Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Willow Private Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
