PORTLAND, ORCRD 323879Latest ADV February 20, 2026
Tradewinds Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 20, 2026, reports $135M in regulatory assets under management, 4 employees, 1 office, and 261 accounts.
Assets Under Management
$135M
Employees
4
Offices
1 office
Total Clients
261
Primary office
PORTLAND, OR
5550 S MACADAM AVE, STE 110, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.9% of total clients.
Top client categories% of clientsClients
1
Individuals
88.9%
232
2
HNWI
10.7%
28
3
Pooled Investment Vehicles
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 20, 2026
Discretionary100.0%
$135M
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$135M
Total Accounts261
10Y AUM Change+$135M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee65:1
10Y Employee Change-1 (-20.0%)
* 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.