Tailwinds Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations and business entities, offering ongoing discretionary portfolio management and the preparation of individualized Investment Policy Statements. The firm also provides stand‑alone financial planning and consulting services and may refer clients to or recommend third‑party advisers and insurance products through its representatives.
Investment decisions are made under written investment policy guidelines and, where authorized, on a discretionary basis; the firm uses a blend of analysis techniques (including fundamental, technical, quantitative and modern portfolio theory) and implements strategies across mutual funds, ETFs, equities, fixed income and selected alternative or insurance products. Tailwinds frequently employs third‑party managers and model portfolios, generally describes itself as agnostic to ESG when constructing portfolios, and discloses fiduciary responsibilities when advising on retirement plan rollovers.
Compared with many peers, the firm documents several operational distinctions: it offers upfront, stand‑alone planning engagements with a potential credit toward management fees if investment management follows shortly thereafter, accepts limited custody/third‑party transfer authority (including check‑writing authorization), and requires use of a single institutional custodian through which it receives platform services and reporting. Tailwinds is structured as a subsidiary with multiple LLC owners and has moved between state and SEC registration in recent years; it also discloses fee‑sharing arrangements when directing clients to certain third‑party advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $3,000 to $6,000 or more annually, fixed and billed in advance.
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%
Main office
See office3640 Talmage Circle St 100
Vadnais Heights MN 55110
Advisors at this office
6
Offices (3)
Most active in
Minnesota · Tennessee · Wisconsin
Also doing business as
Tailwinds Wealth, LLC · Wilian Financial Group · Wilian Financial Group, LLC · Wilian Securities, 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Advisors at this firm
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