TRADEWELL SECURITIES, LLC

TRADEWELL SECURITIES, LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 332473). Regulatory assets under management: $275.8M.

Registration

• CRD: 332473
• SEC file number: 801-130935
• Type: Registered investment adviser
• Location: 130 WEST MAIN STREET, #100, FORT WAYNE, IN, 46802
• Phone: 260-490-2084
• Latest filing: 2026-05-08
• Regulatory AUM: $275.8M
• Discretionary AUM: $275.8M
• Clients: 9
• Accounts: 1,083

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search