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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2023
- Office Locations
- 1
Office Locations
About Tradewinds Wealth Management
Tradewinds Wealth Management is an Oregon-based RIA serving individuals and families with holistic financial planning and ongoing portfolio management, including retirement and tax planning. The team builds customized portfolios aligned to goals and risk tolerance, with an emphasis on client education and clear guidance through market volatility. Investment implementation spans a broad mix of products (including ETFs and mutual funds) and can be custodied at firms such as Charles Schwab or Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTIAN SAMUEL D'URSO
President, PRINCIPAL
- CRD
- #5304397
- Ownership
- 75% or more
CONSTANTINE ANDREW PELOS
Compliance Support
- CRD
- #1074631
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRANDON ALEXANDER TRANK
Wealth Advisor
- CRD
- #6533321
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,065,801 | $517,493 |
| Non-Discretionary | $0 | -- |
| Total | $135,065,801 | $517,493 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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