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Tailwinds Wealth

EST. AUM
$192,663,097

CONTACTS

CLIENT ACCOUNTS
872

Firm Details

Metro area Minneapolis
CRD Number 322924
Website tailwindswealth.com
Client types

Overview

Tailwinds Wealth, LLC is a Minnesota-based SEC-registered investment adviser providing integrated financial planning and investment management services to individuals, families, and entrepreneurs. Formerly operating as Wilian Securities, LLC, the firm rebranded under the Tailwinds Wealth Group, LLC umbrella alongside Tailwinds Insurance Services, LLC. The firm manages approximately $192.6 million in regulatory assets under management across 268 client accounts, with an average client size of approximately $718,892. Tailwinds Wealth employs seven financial advisors and offers subadvisory services through Signal Wealth, LLC. The firm's proprietary "Flight Plan™" process delivers a personalized integrated financial strategy covering income, taxes, investments, estate planning, and charitable giving.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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