Tradewinds Wealth Management

DBA: Tradewinds Asset Management, Llc

5550 S MACADAM AVE, Portland, Oregon 97239

SEC CRD#323879

Last ADV filed: 02/20/2026

Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.75%of assets under management

Detailed Fee Schedule

Income Strategy (1.00% max annual fee), the Targeted Growth Strategy (max annual fee 1.75%), and the Targeted ESG Strategy (max annual fee 1.75%). Additional strategies may be developed in addition to those noted above. Any decision to invest funds into Targeted Growth or Targeted ESG St

Source: Form ADV Part 2 Brochure

Compensation methods:

Percentage of AUMPerformance-based fees

Compensation Transparency

Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.