RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Keley Renee Petersen
- Founder
- “Petersen, CEO and Founder”reportedwillowgroveadvisors.comthe sentence on the bio page
- Professional profile
- willowgroveadvisors.com/team/keley-petersenreportedwillowgroveadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Willow Grove Advisors, LLC independent RIA currentsince May 27, 2016 · Berkeley, Ca
- Bay Willow Advisers, LLC unclassifiedDec 8, 2008 to Nov 2, 2009 · San Diego, Ca
- Zions Capital Advisors, Inc. institutionalOct 21, 2005 to Dec 8, 2008 · Berkeley, Ca
- Wipfli Financial Advisors, LLC formerAug 18, 2004 to Sep 7, 2005 · Foster City, Ca
- Seton Smoke Captal Management unclassifiedMay 19, 2004 to Aug 16, 2004 · Greenbrae, Ca
- Deloitte Investment Advisors LLC unclassifiedFeb 14, 2000 to Aug 21, 2003 · San Jose, Ca
- Bay Willow Advisers, LLC to Willow Grove Advisors, LLCleft Nov 2, 2009, registered May 27, 2016 (2398 days) · Other
- Zions Capital Advisors, Inc. to Bay Willow Advisers, LLCleft Dec 8, 2008, registered Dec 8, 2008 (0 days) · Other
- Wipfli Financial Advisors, LLC to Zions Capital Advisors, Inc.left Sep 7, 2005, registered Oct 21, 2005 (44 days) · Other
- Seton Smoke Captal Management to Wipfli Financial Advisors, LLCleft Aug 16, 2004, registered Aug 18, 2004 (2 days) · Other
- Deloitte Investment Advisors LLC to Seton Smoke Captal Managementleft Aug 21, 2003, registered May 19, 2004 (272 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address