TradeWinds Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,719,549
Clients
260
Advisors
3
of 4 employees
About
TradeWinds Wealth Management provides discretionary investment management along with financial planning, retirement and estate planning, and tax consulting to individuals, high‑net‑worth clients, foundations, employer‑sponsored retirement plans, charitable organizations, institutions, trusts and estates. The firm typically custodizes individual accounts at Charles Schwab and also serves as the investment manager to a private pooled hedge fund.
The firm’s investment process is systematic and quantitative with a technical, trend‑based orientation, offering a range of strategies from diversified ETF and mutual fund allocations to concentrated, rotational and tactical equity approaches; it also offers a tax‑managed direct indexing option through a third‑party sub‑advisor. TradeWinds manages retail accounts on a discretionary basis and notes that the hedge fund can employ more sophisticated tools and trading techniques in accordance with its offering documents.
Noteworthy distinctions include acting as adviser and sponsor to a private pooled investment vehicle with an affiliated general partner, operating side‑by‑side management where the fund is subject to performance‑based arrangements while most retail accounts are not, and using a separate prime broker for the fund. The brochure discloses the firm’s use of an unaffiliated sub‑advisor for certain strategies, explains related conflicts of interest, and highlights that proxy‑voting is handled differently for the hedge fund than for individual investment management clients.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees are negotiable, fixed fee basis, case-by-case, may be waived at discretion
$0 - $499,999: 1.50% $500,000 - $999,999: 1.35% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.95% $4,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.80% $15,000,000 - $19,999,999: 0.75% $20,000,000 - $29,999,999: 0.70% $30,000,000 - $39,999,999: 0.65% $40,000,000 - $49,999,999: 0.60% $50,000,000+: 0.55%
Performance fees charged to Hedge Fund limited partners; not charged to Investment Management clients
Account minimum: $250,000
Main office
5550 S Macadam Ave, Ste 110
Portland OR 97239
Advisors at this office
3
Most active in
Arizona · California · Colorado · Massachusetts · New Hampshire · Oregon · Rhode Island · Texas · Washington
Also doing business as
Tradewinds Asset Management, LLC · Tradewinds Wealth Management · Tradewinds Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christian D
Series 66
Portland, OR
TradeWinds Wealth Management
Christian D'Urso is a financial advisor at TradeWinds Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. D'Urso also operates an insurance agency under D'Urso Wealth Management, LLC. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting to individuals, high-net-worth clients, foundations, and employer-sponsored retirement plans. The firm employs a systematic, quantitatively driven investment process with multiple strategies utilizing ETFs, mutual funds, and individual securities.
James S
Series 66
Portland, OR
TradeWinds Wealth Management
James Spangler is a financial advisor at TradeWinds Wealth Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Tradewinds Asset Management, Financial Advocates Investment Management, LPL Financial, BIOTRONIK Corporate Services US, and Micro Systems Engineering. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting to individuals, high-net-worth clients, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a systematic, quantitatively driven investment process with multiple strategies utilizing ETFs, mutual funds, and individual securities.
Brandon T
Series 66
Portland, OR
TradeWinds Wealth Management
Brandon Trank is a financial advisor at TradeWinds Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Advocates Investment Management, LPL Financial, and The Prudential Insurance Company of America. Outside of his advisory role, he serves as an assistant coach for Northwest Elite FC, a youth soccer organization. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting services to individuals, high-net-worth clients, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a systematic, quantitatively driven investment process and offers multiple strategies using ETFs, mutual funds, and individual securities.
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