Tradewinds Wealth Management
Tradewinds Wealth Management is an SEC-registered mass-market adviser in Portland, OR with $135.1M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Tradewinds Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323879, SEC 801-127142, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $135.1M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 4
- Clients
- 261
- CRD
- 323879
- Ownership
- Spangler, James, Paul; PELOS, CONSTANTINE, ANDREW; D'URSO, CHRISTIAN, SAMUEL
How much AUM does Tradewinds Wealth Management have?
Tradewinds Wealth Management reported $135.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Tradewinds Wealth Management?
Disclosed owners and executives of Tradewinds Wealth Management include Spangler, James, Paul, PELOS, CONSTANTINE, ANDREW, D'URSO, CHRISTIAN, SAMUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.