Eastwind Capital Wealth Management

Overview

Eastwind Capital Wealth Management is an independent RIA organized as a limited liability company and owned by an individual. The firm advises both individual and family clients as well as institutional clients, with a stated focus on portfolio management for individuals and small businesses. Its fee model mixes percentage-of-AUM billing with hourly charges, and it offers advisory services rather than acting as a capital allocator. The firm is not marked as an active ESG investor in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices