Tailwinds Wealth, Llc
- Regulatory AUM
- $193M
- Discretionary
- $193M
- Clients
- 268
- Avg AUM / client
- $719K
- Accounts
- 872
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 208 | $92.7M | 48.1% |
| High net worth individuals | 60 | $100.0M | 51.9% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Jeffrey Jass | Managing Member & Chief Investment Officer | Jun 2022 (4y) | 50% – 75% | |
| Will Keith Johnson | Managing Member & Chief Compliance Officer | Jun 2022 (4y) | 50% – 75% | |
| Megan Marie Nadeau | Registered representative | Sep 2022 (4y) | ||
| Cody Joseph Nadeau | Registered representative | Oct 2022 (4y) | ||
| Patrick Conor Manning | Registered representative | Oct 2025 (1y) | ||
| Skip Gordon Johnson | Registered representative | Jan 2026 (1y) | ||
| Austin Timothy Schmitt | Registered representative | Jan 2026 (1y) | ||
| Maxwell Nygren | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $193M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗