TRADEWINDS CAPITAL MANAGEMENT, LLC
B51
CRD 145934·SEC 801-68789·BELLINGHAM, WA
AUM
$727.3M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $764.3M
'21 · $920.7M
'22 · $1.01B
'23 · $492.9M
'25 · $602.8M
'26 · $727.3M
'20'26
$764.3M → $727.3M▼ -5%
Client mix
| Individuals Other | 2,028 |
| Individuals High Net Worth | 196 |
| Corporations | 9 |
| Charitable Organizations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 2 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
4 advisors → 7 advisors▲ +75%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2211 RIMLAND DRIVESUITE 401BELLINGHAM, WA 98226
Business
2211 RIMLAND DRIVESUITE 401BELLINGHAM, WA 98226
Edgar Recent Filings
13F-HR2026-04-15 · 0001616026-26-000005
13F-HR2026-01-14 · 0001616026-26-000002