# WINDFALL ADVISORS, LLC

WINDFALL ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 309261
- Type: SEC-registered investment adviser
- Location: 620 NEWPORT CENTER DR., NEWPORT BEACH, CA, 92660
- Phone: (949) 205-7002
- Latest filing: 2026-05-21
- Regulatory AUM: $40.0M
- Discretionary AUM: $40.0M
- Clients: 2
- Accounts: 40

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309261/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309261/similar
- Related entities: https://search.stillhousedata.com/firm/309261/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309261

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.