Tradewinds Wealth Management

CRD 323879 · Portland, OR · $135.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 323879
SEC number: 801-127142
Firm type: RIA
Assets under management: $135.1M as of Feb 20, 2026
Website: www.facebook.com/tradewindswm ↗
Phone: 503-673-2828
Address: 5550 S Macadam Ave, Portland, OR, 97239

Advisors at this firm

3 in our index · page 1 of 1

Christian Samuel D'ursoCRD 5304397 · Portland, OR

IA RegisteredRegistration inactive

Disclosure event(s) on record
James Paul SpanglerCRD 7237397 · Portland, OR

IA RegisteredRegistration inactive
Brandon Alexander TrankCRD 6533321 · Portland, OR

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 323879 ↗ FINRA BrokerCheck record for firm CRD 323879 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.