RIA Intel›Advisers›Massachusetts›TAILWIND WEALTH MANAGEMENT, LLC

TAILWIND WEALTH MANAGEMENT, LLC

Advisory

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in MA

#1,217

of 1,590 advisers by AUM

Average account

$341K

across 112 accounts

AUM per adviser

$38M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$38M

Discretionary %

100%

Clients

32

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, MI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

LIGHTHOUSE ASSET MANAGEMENT LLC

GLOUCESTER, MA

$38M

0.0% 1Y

BURTON, WILLIAM LAWRENCE

SAUGUS, MA

$38M

MACDONALD WEALTH MANAGEMENT, LLC

MANSFIELD, MA

$38M

LONG POINT WEALTH MANAGEMENT, LLC

$38M

GENERATIONS ADVISORY GROUP, LLC

BRAINTREE, MA

$38M

MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.

LONGMEADOW, MA

$39M

-5.8% 1Y

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