This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2017
- Office Locations
- 1
Office Locations
About Tailwind Wealth Management, LLC
Tailwind Wealth Advisors provides financial planning and customized investment management for active executives, business owners, and retirees. The firm builds tailored portfolios aligned to each client’s goals and risk tolerance, drawing on Modern Portfolio Theory, behavioral finance, and alternative investment coursework. Founder Mark K. Vigil, CIMA® (Wharton), previously worked at Merrill Lynch and Morgan Stanley and has been recognized in San Diego Magazine as a Five Star Wealth Manager.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WALTER DOUGLAS BECK
Chief Compliance Officer, President
- CRD
- #1984380
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing