Overview

Headquarters
Vadnais Heights, MN
Total Firm Assets
$193 million
Average High-Net-Worth Client Portfolio Size
$1.7 million

Fee Disclosure

Source: ADV PART 2A - TAILWINDS WEALTH, LLC (2026-06-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $4,000,000 0.90%
$4,000,001 $6,000,000 0.75%
$6,000,001 $10,000,000 0.65%
$10,000,001 and above 0.55%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $45,500 0.91%
$10 million $79,000 0.79%
$50 million $299,000 0.60%
$100 million $574,000 0.57%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
51.89%
Number of High-Net-Worth Clients
60
Total Client Accounts
872
Discretionary Accounts
872

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
322924
  • ADV PART 2A - TAILWINDS WEALTH, LLC (2026-06-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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