Windfall Advisors, LLC

Overview

Windfall Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. Ownership is a mix of a domestic entity and an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees are flexible and include asset-based charges, hourly billing, and fixed-fee arrangements. Windfall does not identify as an active ESG investor and is not structured as a capital allocator to third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives