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Private Wealth Daily
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Willow Tree Credit Partners

NEW YORK, NY
CRD: 287810
In network coverage since October 14, 2026 · 4 stories
$2.8BRegulatory AUMSEC Form ADV · Oct 24
21EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Oct 17 – Oct 24
Deal recordFull tracker →
Oct 13, 26Deal announcedVestGen Wealth Partners — coverage
Oct 13, 26Deal announcedVestGen Wealth Partners — coverage
Oct 13, 26Deal announcedVestGen Wealth Partners — coverage
Network coverage
Deals & PE

VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals

The facility size was not disclosed; Waverly Advisors and Apella Wealth added RIAs in the same week, totaling $412 million in disclosed figures.
Succession & selling a firm · Oct 14VestGen lands Willow Tree credit facility to fund RIA acquisitions
M&A · Oct 14VestGen takes Willow Tree credit to fund Midwest RIA acquisitions
M&A · Oct 14VestGen Wealth Partners receives Willow Tree credit to fund RIA acquisitions
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