Windmiller
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,439,334
Clients
19
Advisors
1
of 1 employees
About
WindMiller is a small, newly formed independent advisory firm that serves individuals, high‑net‑worth households, and pension or profit‑sharing plans. It offers discretionary portfolio management, written financial planning, and consulting services for retirement plans, and reports managing roughly $22.5 million for a limited client base.
The firm uses Investment Policy Statements and model allocations informed by modern portfolio theory, fundamental and cyclical analysis, and a long‑term trading approach to develop diversified portfolios. WindMiller generally limits implementation to mutual funds, ETFs, and insurance products (including fixed annuities), documents client risk tolerance, and will review but not facilitate many alternative or direct security types.
WindMiller’s business activities include an insurance affiliation: a firm principal is a licensed insurance agent who spends roughly ten hours per week on that activity and may receive compensation for insurance product sales, a conflict the firm discloses and documents. The firm also provides pension consulting and employee financial‑education services for retirement plans—an offering less common among solo independent advisers—and requires client accounts to be custodied with Betterment or Fidelity.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range between $2,500 and $5,000, based on complexity
$0 - $1,000,000: 0.99% $1,000,001 - $2,000,000: 0.69% $2,000,001+: 0.39%
Main office
2679 Main St., Suite 300 1126
Littleton CO 80120
Advisors at this office
1
Most active in
Colorado
Also doing business as
Windmiller · Windmiller LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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