Tradewinds Investment Advisors, LLC

Overview

Tradewinds Investment Advisors, LLC operates as a very small, fee-based wealth manager focused on individual and family clients. The firm’s investment approach centers on equity exposure, with a clear preference for exchange-traded instruments. Business activities listed emphasize portfolio management for both individuals/small businesses and for business or institutional clients, with a standard percentage-of-AUM fee structure. Given the asset base and account counts, the firm functions as a boutique adviser that constructs concentrated equity-oriented portfolios—likely blending individually held stocks and exchange-traded funds to meet client objectives such as growth and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices