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- Custodian
- First Clearing · Trade-PMR · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
About Tradewinds, LLC
Tradewinds, LLC is a Raleigh, NC advisory firm providing financial planning and investment management, pairing goal-based advice with personalized financial education and a customized support team. The firm works with clients across life stages—from first major purchases to retirement—and primarily implements portfolios through ETFs, complemented by fixed income where appropriate, serving both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Ian Disbrow Meiksins
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
TIMOTHY M. WHITNEY
Chief Executive Officer
- CRD
- #4560097
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MARTIN MCCONNICO BONEY
Financial Advisor
- CRD
- #2214276
JAMES EDWARD BOWIE
Paraplanner
- CRD
- #7648744
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $659,399,150 | $394,377 |
| Non-Discretionary | $0 | -- |
| Total | $659,399,150 | $394,377 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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