TRADEWINDS ASSET MANAGEMENT, LLC
Legal name: TRADEWINDS WEALTH MANAGEMENT
CRD #323879 SEC #801-127142 PORTLAND, OR 503-673-2828
SEC Registered Private Funds
Total AUM
$137.3M
Discretionary
$137.3M
Employees
4
Clients
251
Accounts
265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $137.3M | $137.3M | $0 | 4 | 0 |
| Jan 2025 | $131.6M | $131.6M | $0 | 5 | 1 |
| Nov 2024 | $131.6M | $131.6M | $0 | 5 | 1 |
| Nov 2024 | $131.6M | $131.6M | $0 | 5 | 1 |
| Aug 2024 | $131.6M | $131.6M | $0 | 5 | 1 |
| Mar 2024 | $131.6M | $131.6M | $0 | 5 | 1 |
| Mar 2024 | $109.5M | $109.5M | $0 | 4 | 0 |
| Dec 2023 | $109.5M | $109.5M | $0 | 5 | 0 |
| Nov 2023 | $109.5M | $109.5M | $0 | 5 | 0 |
| Jun 2023 | $109.5M | $109.5M | $0 | 5 | 0 |
| Jun 2023 | $109.5M | $109.5M | $0 | 5 | 0 |
| Apr 2023 | $109.5M | $109.5M | $0 | 5 | 0 |
| Dec 2022 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients1
DateNov 2024
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients1
DateNov 2024
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients1
DateAug 2024
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0