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⚲
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| Tailwinds Wealth LLC
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|
|
|---|---|
| CRD # | 322924 |
| SEC # | 801-126504 |
| CIK # | 0002109222 |
| AUM | $192.7 M (2026-06-09) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 651-243-0535 |
| Address | 3640 Talmage Circle St 100 Vadnais Heights, MN 55110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.8 | ||
| Apple Inc | 4.5 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.8 | ||
| Broadcom Inc | 2.5 | ||
| Alphabet Inc | 2.3 | ||
| Advanced Micro Devices Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.8 | ||
| CrowdStrike Holdings Inc | 1.5 | ||
| Amphenol Corp /DE/ | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 92.7 |
| (b) Individuals (high net worth individuals) | 60 | 100.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 192.7 |
| By Discretionary | ||
| Discretionary | 872 | 192.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 872 | 192.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.7 | |
| Total | 872 | 192.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109222] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hinchley Advisory Group LLC
✚
|
CO | 0.2 |
|
Willner & Heller LLC
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|
CA | 0.2 |
|
Cape Ann Capital Inc
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|
MA | 0.2 |
|
Wickham Financial Group Inc
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GA | 0.2 |
|
Baybridge Capital Group LLC
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CA | 0.2 |
|
Cadia Private Client LLC
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NJ | 0.2 |
|
Southern Capital Services Inc
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|
AL | 0.2 |
|
Greenshields Capital LLC
✚
|
CA | 0.2 |
|
Park State Asset Management LLC
✚
|
MA | 0.2 |
|
Hampton Rock Wealth Management I LLC
✚
|
TX | 0.2 |