This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WILLOW WEALTH

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

50

Exams

S65|S63

First exam

Aug 1, 2020

First registration

Dec 20, 2016

Dual registered

yes, broker-dealer

IAPD individual key

6626799

• Occurred

  Nov 30, 2022
  Advisor changed firm

  Mukti Ramesh Vasanji left Mainstreet Advisors for Willow Wealth (registered 2023-01-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f9460e7-ebc1-5705-2011-1259089a0aac

First observed

Dec 20, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.