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 SEC-registered limited liability company that began registrations in 2022 and serves individual and family clients. The firm bills on a percentage-of-AUM basis and describes its advisory work as portfolio management for individuals and small businesses along with the selection of other advisers, signaling a model that blends direct portfolio management with third‑party manager allocation. Tailwinds identifies as a capital allocator and reports being an active ESG investor. The firm lists an affiliation with an insurance company in its filings.
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
Will Johnson
Co-Founder and PartnerCRD 6418903
Brian Jass
Co-FounderCRD 5837775
Megan Nadeau
Director of Business OperationsCRD 6781886
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
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