VADNAIS HEIGHTS, MNCRD 322924Latest ADV April 23, 2026
Tailwinds Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vadnais Heights, MN. Its latest Form ADV filing, dated April 23, 2026, reports $193M in regulatory assets under management, 8 employees, and 872 accounts.
Assets Under Management
$193M
Employees
8
Offices
--
Total Clients
268
Primary office
VADNAIS HEIGHTS, MN
3640 TALMAGE CIRCLE ST 100, VADNAIS HEIGHTS, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
208
2
HNWI
22.4%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of April 23, 2026
Discretionary100.0%
$193M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$193M
Total Accounts872
10Y AUM Change+$193M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee34:1
10Y Employee Change+6 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.