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
- HNWI50.7%
- Individuals49.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tradewell Tax & Financial is an independent, SEC-registered advisory firm organized as an LLC and overseen by an individual owner. The adviser registers with the SEC in 2024 and serves individuals and families with financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.
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 Funds49%
- Exchange Traded Equities30%
- Other13%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2MICHAEL ALBERTSON
Chief Compliance OfficerCRD 5440171
JOSHUA HASSELBACH
Chief Compliance OfficerCRD 4876296
Contacts
3 of 3Thomas Badders
Investment Advisor RepresentativeCRD 7720447
WESLEY PHELPS
Investment Adviser RepresentativeCRD 6067726
Hannah Grubb
Investment Advisor RepresentativeCRD 7880423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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