# Tailwinds Wealth, LLC

> Tailwinds Wealth, LLC is an SEC-registered investment advisory firm in Vadnais Heights, MN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 322924
- Filed as: TAILWINDS WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vadnais Heights, MN
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322924
- AdvisorCensus page: https://advisorcensus.com/firm/tailwinds-wealth-llc-vadnais-heights-mn-322924

## Quick answers

**How is Tailwinds Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tailwinds Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Tailwinds Wealth, LLC located?**
Tailwinds Wealth, LLC's principal office is in Vadnais Heights, MN, according to its Form ADV.

**Is Tailwinds Wealth, LLC registered with the SEC or a state?**
Tailwinds Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322924.

**How much does Tailwinds Wealth, LLC manage?**
Tailwinds Wealth, LLC reports $192,663,097 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Tailwinds Wealth, LLC's assets and staff changed since 2022?**
In the Form ADV data for Tailwinds Wealth, LLC: Regulatory assets under management: $0 in the October 2022 data and $192,663,097 in the October 2026 data. Total employees: 2 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tailwinds Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (208); high net worth individuals (60).

**Which custodians does Tailwinds Wealth, LLC use?**
Tailwinds Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tailwinds Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322924

**Does Tailwinds Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 9, 2026 says: "There is no account minimum for any of TWW's services."

**What changed in Tailwinds Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TN, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026)

- Account minimum: None

> There is no account minimum for any of TWW's services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $192,663,097
- Discretionary: $192,663,097
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 208 | $92,693,113 |
| High net worth individuals | 60 | $99,969,984 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tailwindswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 2 | August 19, 2022 |
| October 2023 | $38,500,000 | 4 | April 26, 2023 |
| October 2024 | $120,807,818 | 5 | August 15, 2024 |
| October 2025 | $143,790,000 | 5 | March 21, 2025 |
| October 2026 | $192,663,097 | 8 | September 22, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $192,663,097 in the October 2026 data.
Total employees: 2 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TN, WI.

### May 2026
- Changed its legal name from Wilian Securities, LLC to Tailwinds Wealth, LLC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $143,790,000 to $192,663,097 (+34%).

### February 2026
- Employees performing advisory functions went from 5 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tailwinds Wealth, LLC (CRD 322924): Form ADV filing data as of October 2026.