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Laura M. Kohler

Willow Grove Advisors, LLC

Berkeley, CA

CRD 8236597

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Employer firm

Willow Grove Advisors, LLC CRD 151993

$370M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Willow Grove Advisors, Llc

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-25
  • CA RA
    APPROVED
    Since 2026-04-25

Branch Locations

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willow Grove Advisors Berkeley CA 01/2026 Present
Ride Oakland Oakland CA 12/2025 01/2026
Family Support Services Oakland CA 05/2025 Present
Soulcycle, Llc Walnut Creek CA 03/2025 12/2025
Soulcycle, Llc Washington DC 02/2024 02/2025
Rocs Washington DC 05/2024 10/2024
Unemployed Washington DC 04/2024 04/2024
Kpmg, Llp Mclean VA 08/2019 03/2024
Shady Grove Pittsburgh PA 10/2018 07/2019
University Of Pittsburgh Pittsburgh PA 01/2018 09/2018
Keybank National Association Pittsburgh PA 07/2017 12/2017
University Of Pittsburgh Pittsburgh PA 06/2017 06/2017
Hotel Indigo Pittsburgh PA 03/2016 05/2017
  • 01/2026 → Present
    Willow Grove Advisors
    Berkeley, CA
  • 12/2025 → 01/2026
    Ride Oakland
    Oakland, CA
  • 05/2025 → Present
    Family Support Services
    Oakland, CA
  • 03/2025 → 12/2025
    Soulcycle, Llc
    Walnut Creek, CA
  • 02/2024 → 02/2025
    Soulcycle, Llc
    Washington, DC
  • 05/2024 → 10/2024
    Rocs
    Washington, DC
  • 04/2024 → 04/2024
    Unemployed
    Washington, DC
  • 08/2019 → 03/2024
    Kpmg, Llp
    Mclean, VA
  • 10/2018 → 07/2019
    Shady Grove
    Pittsburgh, PA
  • 01/2018 → 09/2018
    University Of Pittsburgh
    Pittsburgh, PA
  • 07/2017 → 12/2017
    Keybank National Association
    Pittsburgh, PA
  • 06/2017 → 06/2017
    University Of Pittsburgh
    Pittsburgh, PA
  • 03/2016 → 05/2017
    Hotel Indigo
    Pittsburgh, PA
Other Businesses

Family Support Services. Location: 303 Hegenberger Road Suite 400 Oakland, CA 94621. This is not investment-related. I babysit every Friday night, for approximately 5 hours, a boy who is on the spectrum. I typically average 15-20 hours a month. Relationship began 05/2025. Zero hours devoted during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-24
  • S65 Uniform Investment Adviser Law Examination
    2026-04-24

View on SEC IAPD

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