Tradewell Tax & Financial
Firm details
- Headquarters
- Fort Wayne, Indiana
- CRD number
- 332473
- Registered since
- August 16, 2024
- Website
- tradewelltax.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.39%
- Individuals45.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tradewell Tax & Financial is an independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm is registered with the SEC (registered in 2024) and focuses on advising individual and family clients, as well as small-business portfolios. Its primary services are financial planning and portfolio management for individuals and small businesses, and it charges clients via a percentage-of-assets model and by fixed fees. The firm does not position itself as an ESG investor, and it is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds60%
- Exchange Traded Equities39%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Joshua Hasselbach
Chief Compliance OfficerCRD 4876296
Michael Albertson
Chief Compliance OfficerCRD 5440171
Contacts
3 of 3
Wesley Phelps
Investment Adviser RepresentativeCRD 6067726
Thomas Badders
Investment Advisor RepresentativeCRD 7720447
Hannah Grubb
Investment Advisor RepresentativeCRD 7880423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$283M in ETFs
94%
$267M
6%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $77.8M | 111,028 | 27.48% |
Location
Fort Wayne, IN
Allen
Location
Fort Wayne, IN
Headquartered in Fort Wayne, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- Allen
- Address
- 130 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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