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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2020
- Office Locations
- 1
Office Locations
About Windfall Advisors, LLC
Windfall Advisors, LLC is a fee-only, fiduciary RIA specializing in sudden-wealth planning for individuals and families after inheritances, business sales, settlements, divorce, or sports/entertainment windfalls. The team provides holistic financial planning with investment management, risk and cash-flow planning, tax-aware strategies, and charitable and estate planning (working with tax professionals as needed). Part of the Sudden Wealth Institute network; founder Daniel Scott Johnson won a 2025 Family Wealth Report award for wealth management thought leadership.
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Owner & Executives
DANIEL SCOTT JOHNSON
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5819978
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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