# TRADEWINDS, LLC

TRADEWINDS, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 316415
- Type: SEC-registered investment adviser
- SEC file number: 801-122614
- Location: 4600 MARRIOTT DR., SUITE 200, RALEIGH, NC, 27612
- Phone: 984.257.9091
- Latest filing: 2026-03-13
- Regulatory AUM: $659.4M
- Discretionary AUM: $659.4M
- Clients: 12
- Accounts: 1,672

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Ian Disbrow Meiksins | CHIEF COMPLIANCE OFFICER | Washginton, DC |
| Timothy M Whitney | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Stephanie Ross Williams | PRESIDENT | — |
| Meiksins Ian Disbrow | CHIEF COMPLIANCE OFFICER | — |
| WHITNEY TIMOTHY M | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| WILLIAMS STEPHANIE ROSS | PRESIDENT | — |
| Timothy M. Whitney | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316415/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316415/similar
- Related entities: https://search.stillhousedata.com/firm/316415/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316415

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.