Windrose Advisors LLC

Overview

Windrose Advisors LLC is an SEC registered investment adviser based in Waltham, MA, registered since 2009. It reports $2.7B in assets under management across 600 accounts, with 23 employees. It has 8 investment adviser representatives.

Reported AUM

$2.7B

Discretionary

37%

Accounts

600

Average account

$4.4M

Employees

23

Advisory reps

8

Registered since

2009

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• William A Heitin Chief Executive Officer, President CRD 5736775
• Paul Kenneth Mutch Managing Director CRD 2822345
• Gildas Quinquis Partner, Chief Investment Officer CRD 6468455

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Josette Beatrice Investment Adviser Rep CRD 7632185
• Reilly Thomas Dahlquist Investment Adviser Rep CRD 8030104
• William A Heitin Investment Adviser Rep CRD 5736775

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

800 South St Ste 600
Waltham, MA 02453

County

Middlesex

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: windroseadvisor.com

Every state, with registration dates

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