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TRADEWINDS WEALTH MANAGEMENT
5550 S Macadam Ave
Ste 110
Portland, Oregon 97239
Tel: 503-673-2828
About TRADEWINDS WEALTH MANAGEMENT
TRADEWINDS WEALTH MANAGEMENT, formally registered with the SEC as TRADEWINDS WEALTH MANAGEMENT. The firm was established in 01/06/2023. They have over 2 offices throughout the country.
TRADEWINDS WEALTH MANAGEMENT is a Portland, Oregon based Financial Planning firm with nearly $131,640,422 assets under management, offering retirement planning & investment advisory services to 261 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323879 |
| SEC# | 801-127142 |
| Assets Managed by Firm | $131,640,422 |
| No. of Clients | 261 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 261 | $131,640,422 |
| Individuals (other than high net worth individuals) | 235 | $83,638,789 |
| High net worth individuals | 25 | $40,501,633 |
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