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$192.7M Total AUM
$192.7M Disc. AUM
-- 3Y CAGR
8 Employees
268 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-02-2022
- Office Locations
- 1
Office Locations
3640 Talmage Circle ST 100 Vadnais Heights MN
About Tailwinds Wealth, LLC
Wilian Financial Group (Vadnais Heights, MN) provides holistic wealth management for individuals, couples, and families, building personalized investment and planning strategies that account for tax and income challenges, risk tolerance, and time horizons. The team partners with clients over time as goals evolve. Client accounts are custodied at Charles Schwab, and the firm regularly hosts educational events.
Team overview
33 AVG AGE
$27.5M AVG AUM / ADVISOR
$718.9K AVG AUM / CLIENT
2.4 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WILL KEITH JOHNSON
Chief Compliance Officer, Managing Member
- CRD
- #6418903
- Ownership
- Less than 5%
Available
Available
Available
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BRIAN JEFFREY JASS
Advisor, Partner
- CRD
- #5837775
Available
Available
Available
S
SKIP GORDON JOHNSON
--
- CRD
- #6272637
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,663,097 | $220,944 |
| Non-Discretionary | $0 | -- |
| Total | $192,663,097 | $220,944 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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