Tradewell Tax & Financial
Firm details
- Headquarters
- Fort Wayne, Indiana
- CRD number
- 332473
- Registered since
- August 16, 2024
- Website
- tradewelltax.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.39%
- Individuals45.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tradewell Tax & Financial operates as an independent registered investment adviser organized as an LLC and owner-managed. The firm registered with the SEC in 2024. Its client mix focuses on individuals and families, with advisory work that includes financial planning and portfolio management for individuals and small businesses. Compensation is a blend of asset-based fees and fixed fees. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not present as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds60%
- Exchange Traded Equities39%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$283M in ETFs
94%
$267M
6%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $77.8M | 111,028 | 27.48% |
Location
Fort Wayne, IN
Allen
Location
Fort Wayne, IN
Headquartered in Fort Wayne, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- Allen
- Address
- 130 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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