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TRADEWELL TAX & FINANCIAL

TRADEWELL SECURITIES, LLC

CRD 332473 · SEC 801-130935

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130 WEST MAIN STREET, #100, FORT WAYNE, IN, 46802, United States

Phone

260-490-2084

Fax

260-490-5956

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$275.8M

Discretionary AUM

$275.8M

Team

9 total employees; 5 advisory reps; 10 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals358$136.0M
High net worth individuals71$139.9M

States served

IN, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD