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TRADEWINDS WEALTH MANAGEMENT
TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879 · SEC 801-127142
5550 S MACADAM AVE, STE 110, PORTLAND, OR, 97239, United States
Phone
503-673-2828
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.1M
Discretionary AUM
$135.1M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $79.9M |
| High net worth individuals | 28 | $47.9M |
| Pooled investment vehicles | 1 | $7.3M |
States served
AZ, CA, CO, MA, OR, RI, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD