Tradewell Tax & Financial
Tradewell Tax & Financial is an SEC-registered mass-market adviser in Fort Wayne, IN with $275.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Tradewell Tax & Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332473, SEC 801-130935, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $275.8M (2026-05-08)
- Firm type
- Mass-Market Adviser
- Location
- Fort Wayne, IN
- Employees
- 9
- Clients
- 429
- CRD
- 332473
- Ownership
- ALBERTSON, MICHAEL, LAWRENCE; ALBERTSON, MICHAEL, L; HASSELBACH, JOSHUA, SCOTT
How much AUM does Tradewell Tax & Financial have?
Tradewell Tax & Financial reported $275.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Tradewell Tax & Financial?
Disclosed owners and executives of Tradewell Tax & Financial include ALBERTSON, MICHAEL, LAWRENCE, ALBERTSON, MICHAEL, L, HASSELBACH, JOSHUA, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.