Tailwinds Wealth, LLC
Firm details
- Headquarters
- Vadnais Heights, Minnesota
- CRD number
- 322924
- Registered since
- September 2, 2022
- Website
- www.tailwindswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.89%
- Individuals48.11%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tailwinds Wealth, LLC is an SEC-registered investment adviser established in 2022 and organized as an LLC. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting outside managers, indicating a mix of direct portfolio construction and third-party allocations. The firm identifies as an active ESG investor and describes itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
- Private Funds3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Austin Schmitt
Partner and COOCRD 8208613
Contacts
3 of 7
Will Johnson
Co-Founder and PartnerCRD 6418903
Brian Jass
Co-FounderCRD 5837775
Megan Nadeau
Director of Business OperationsCRD 6781886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$12.8M in ETFs
54%
$6.9M
44%
$6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $3.8M | 91,428 | 29.92% |
Location
Vadnais Heights, MN
Ramsey
Location
Vadnais Heights, MN
Headquartered in Vadnais Heights, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 3640 Talmage Cir
- Time zone
- CT (UTC-6)
- Office locations
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