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Fund Manager

TradeWinds Wealth Management

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TradeWinds Wealth Management

Fund Manager

Primary Strategy: Hedge Fund

Number of Employees: 4

Ownership: Privately Held

Year End: December

Description

TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area. TradeWinds helps employees with federal benefits understand the financial and non-financial factors that should be considered for retirement planning and investing. The firm has been successfully helping employees receiving federal benefits make the most of their retirement for o

Contact

Website: Link to website

LinkedIn: linkedin.com/company/tradewinds-wm

Address

5550 S Macadam Ave, Ste 110, Portland, Oregon, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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