TradeWinds, LLC

EST. AUM
$659,399,150

CONTACTS

CLIENT ACCOUNTS
1,672

Firm Details

Metro area Raleigh
CRD Number 316415
Website tradewinds.global
Client types

Overview

TradeWinds, LLC is an independent, fee-only registered investment adviser headquartered in Raleigh, North Carolina, founded in 2021 by Timothy M. Whitney. Operating under a strict fiduciary standard, the firm provides comprehensive financial life consulting and discretionary portfolio management to retail clients, high-net-worth families, and small business accounts. Its planning process begins with a detailed analysis of a household’s assets, cash flows, liabilities, and insurance needs. The firm avoids speculative investing and market timing, instead constructing customized, globally diversified portfolios using low-cost ETFs and select institutional mutual funds, designed to support long-term financial goals and mitigate behavioral risk.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

TradeWinds, LLC

Platform Details

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