Tailwinds Wealth, LLC
Firm details
- Headquarters
- Vadnais Heights, Minnesota
- CRD number
- 322924
- Registered since
- September 2, 2022
- Website
- www.tailwindswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.89%
- Individuals48.11%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tailwinds Wealth, LLC is an independent registered investment adviser that entered SEC registration in 2022. The firm serves individual and family clients, charging fees as a percentage of assets under management and acting as a capital allocator that selects third‑party managers alongside managing portfolios directly. Tailwinds reports portfolio management for individuals and small businesses and the selection of other advisers as core advisory activities. It identifies as an active ESG investor and lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
- Private Funds3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Austin Schmitt
Partner and COOCRD 8208613
Contacts
3 of 7
Brian Jass
Co-FounderCRD 5837775
Cody Nadeau
Director of Financial PlanningCRD 7009896
Patrick Manning
Financial AdvisorCRD 7033185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$137M in ETFs
39%
$53.3M
26%
$83.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $21.3M | 242,040 | 15.56% |
Location
Vadnais Heights, MN
Ramsey
Location
Vadnais Heights, MN
Headquartered in Vadnais Heights, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 3640 Talmage Cir
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Fair Trust Financial LLC
RIAVadnais Heights, MN
Thomas Leo Advisory, LLC
RIAMinneapolis, MN
GS Investment Inc
RIAEagan, MN
Michael Traxler Wealth Management, LLC
RIANew Prague, MN
Trailhead Planners, LLC
RIAEdina, MN
Quantitative Asset Management, LLC
RIAMinnetonka, MN