Mukti Ramesh Vasanji
Investment adviser representative at Willow Wealth
11 yearsExperience
50 statesRegistered in
$1.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Willow WealthJan 2023 to now
- YieldstreetDec 2022 to now
- Mainstreet Advisors/fifth Third BankJun 2019 to Nov 2022
- Depaul UniversityJan 2018 to Jun 2019
- El Camino LodgingJun 2017 to Jan 2018
- Iconiq CapitalDec 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 50 states (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Willow Wealth
Legal name: Willow Asset Management LLC
$1.6BAssets managed
411Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6626799
- Firm CRD
- 282487