Tradewell Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Wayne, IN. Its latest Form ADV filing, dated March 25, 2026, reports $276M in regulatory assets under management, 9 employees, and 1,083 accounts.
Assets Under Management
$276M
Employees
9
Offices
--
Total Clients
429
Primary office
FORT WAYNE, IN
130 WEST MAIN STREET, #100, FORT WAYNE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.4% of total clients.
Top client categories% of clientsClients
1
Individuals
83.4%
358
2
HNWI
16.6%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$276Mas of May 8, 2026
Discretionary100.0%
$276M
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$276M
Total Accounts1,083
10Y AUM Change+$276M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee48:1
10Y Employee Change+6 (+200.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.