Tailwind Wealth Management, LLC

Overview

Tailwind Wealth Management, LLC is an independent Registered Investment Adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small-business owners. The firm is owned by an individual and organizes client relationships around a percentage-of-AUM fee model. Their stated advisory activities are financial planning services and discretionary portfolio management for individuals and small businesses. Tailwind does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not serve as a pension consultant. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the dominant building block of client portfolios. That equity orientation appears to be paired with selective use of third‑party pooled vehicles—mutual funds—and allocations to external alternative managers for hedge fund and real estate exposure, suggesting a mix of liquid core equity sleeves together with non‑correlated or income‑oriented complements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices