Overview
Assets Under Management: $267 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Frequently Asked Questions
TRADEWELL SECURITIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332473), TRADEWELL SECURITIES, LLC is subject to fiduciary duty under federal law.
TRADEWELL SECURITIES, LLC is headquartered in FORT WAYNE, IN.
TRADEWELL SECURITIES, LLC serves 81 high-net-worth clients according to their SEC filing dated June 12, 2025. View client details ↓
According to their SEC Form ADV, TRADEWELL SECURITIES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TRADEWELL SECURITIES, LLC manages $267 million in client assets according to their SEC filing dated June 12, 2025.
According to their SEC Form ADV, TRADEWELL SECURITIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,080
Discretionary Accounts: 858
Non-Discretionary Accounts: 222
Regulatory Filings
CRD Number: 332473
Filing ID: 1997698
Last Filing Date: 2025-06-12 16:44:00
Website: https://tradewellfinancial.com