Tradewinds Wealth Management

Overview

Tradewinds Wealth Management is an independent registered investment adviser organized as an LLC that provides financial planning and discretionary portfolio management for individuals, families and pooled vehicles. The firm registers with the SEC (2023) and describes itself as a capital allocator that both selects external managers and sponsors/serves as GP or managing member of pooled investment vehicles. Its advisory services include financial planning, portfolio management for individuals/small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Tradewinds uses a percentage-of-AUM fee model and also charges performance-based fees. The firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives