Windrose Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 152145
- SEC number
- 801-70859
- Firm type
- RIA
- Assets under management
- $2.7B as of Mar 31, 2026
- Website
- www.linkedin.com/company/windrose-advisors ↗
- Phone
- (617) 421-1750
- Address
- Watermill Center, Waltham, MA, 02453
Advisors at this firm
7 in our index · page 1 of 1
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Reilly Thomas DahlquistCRD 8030104 · Waltham, MAIA Registered
-
William A HeitinCRD 5736775 · Waltham, MAIA Registered
-
Adam Robert LaddCRD 8187380 · Waltham, MAIA Registered
-
Paul Kenneth MutchCRD 2822345 · Waltham, MAIA Registered
-
Kenneth Robert PolayCRD 5059254 · Waltham, MAIA Registered
-
Paul Scott PomerantzCRD 5751736 · Waltham, MAIA Registered
-
Gildas QuinquisCRD 6468455 · Waltham, MAIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 152145 ↗
FINRA BrokerCheck record for firm CRD 152145 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.