Tailwinds Wealth, LLC logo

Tailwinds Wealth, LLC

Updated today

Client assets under management

$192,663,097

Clients

268

22% high-net worth

Advisors

7

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

38

Low

Average account size

$718,892

About

Tailwinds Wealth provides discretionary and non‑discretionary portfolio management and related advisory services to individuals, high‑net‑worth individuals, charitable organizations, and business entities. The firm prepares an Investment Policy Statement for each client, may direct clients to third‑party money managers, and does not impose an account minimum for its services.

The firm’s investment process draws on a broad set of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and uses both long‑term and short‑term trading strategies while documenting client risk tolerance and time horizon in each IPS. Tailwinds typically seeks discretionary trading authority, offers model allocations and solicitor/selection services for outside managers, and states it is generally agnostic toward ESG factors unless incorporated by third‑party managers.

Several operational and governance features differentiate Tailwinds from many peers: it recently changed its name and lists multiple LLCs as principal owners, a number of its supervised persons are licensed insurance agents (and the firm may recommend insurance products), and it may receive fee‑sharing from third‑party advisers. The firm requires use of a specific institutional custodian, maintains limited custody/standing authorization for transfers or check‑writing, and discloses these arrangements and related conflict‑of‑interest considerations in its brochure.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Annuities

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.9% $4,000,001 - $6,000,000: 0.8% $6,000,001 - $10,000,000: 0.7% $10,000,001+: 0.6%

Main office location

Tailwinds Wealth, LLC

3640 Talmage Circle St 100

Vadnais Heights MN 55110, United States

Number of offices

1

Most active in

Minnesota

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian J

Series 63, Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Brian Jass is a financial advisor with Wilian Securities, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, CETERA Advisor Networks LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of his advisory work, he assists with account reconciliation and billing for a family-owned writing and editing business. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products, often with discretionary authority and a generally agnostic stance on ESG factors.

Wealth management Annuities
user avatar

Skip J

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Skip Johnson is a financial advisor with Wilian Securities, LLC, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Gratus Funds, Advisornet Wealth Management, and Great Waters Financial. Outside of advisory work, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Wilian Securities is a five-advisor team providing portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a diverse range of analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products, typically seeking discretionary authority to implement allocations.

Wealth management Annuities
user avatar

Megan N

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Megan Nadeau is a financial advisor with Wilian Securities, LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Wilian Securities and Wilian Financial Group since 2022, following prior roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory work, she is also licensed as an insurance agent in New Hope, MN. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment vehicles, offering customized portfolio management with discretionary authority and typically no account minimum.

Wealth management Annuities
user avatar

Austin S

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Austin Schmitt is a financial advisor at Wilian Securities, LLC with a Series 65 designation and experience at multiple firms including Gratus Funds and Great Waters Financial. He has been with Wilian Securities since 2026 and also works with Tailwinds Group, LLC. Wilian Securities provides portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and invests across multiple asset classes, managing approximately $143.8 million in discretionary assets for around 224 client relationships.

Wealth management Annuities
user avatar

Cody N

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Cody Nadeau is a financial advisor at Wilian Securities, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at several firms, including Great Water Wealth Management and AdvisorNet Financial. Outside of advising, he is also involved in insurance sales as a licensed agent. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs diverse analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products.

Wealth management Annuities
user avatar

Will J

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Will Johnson is a financial advisor with Wilian Securities, LLC, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at AdvisorNet Wealth Management and Great Waters Wealth Management. He is also an owner and licensed insurance agent with Wilian Insurance, LLC. Wilian Securities provides portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and invests across multiple asset classes, incorporating both long- and short-term strategies.

Wealth management Annuities
user avatar

Patrick M

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Patrick Manning is a Series 65 licensed advisor with seven years of industry experience. He is currently with Wilian Securities, LLC and has previously worked at Great Waters Wealth Management, Great Waters Financial, AdvisorNet Financial, and Bridge Church. He is also an Investment Adviser Representative for Wilian Insurance, LLC. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products, typically with discretionary authority to implement allocations.

Wealth management Annuities
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