TAILWIND WEALTH MANAGEMENT, LLC

TAILWIND WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 289874). Regulatory assets under management: $38.2M.

Registration

• CRD: 289874
• Type: Registered investment adviser
• Phone: (781) 967-2160
• Latest filing: 2026-03-23
• Regulatory AUM: $38.2M
• Discretionary AUM: $38.2M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289874 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search