Single Family OfficeRIA · CRD 289874SEC-Registered

Updated:

Tailwind Wealth Management

Tailwind Wealth Management, LLC is an SEC-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1...

Tailwind Wealth Management

Tailwind Wealth Management, LLC is an SEC-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Is Tailwind Wealth Management a single-family office?

Yes. The firm's name, structure, and nearly nonexistent public presence are consistent with a single-family office serving one principal. It does not appear to offer services to external clients, which distinguishes it from a multi-family office or registered investment advisor.

Does Tailwind Wealth Management make direct investments or fund commitments?

Based on standard practice for private single-family offices, Tailwind likely allocates capital across direct deals, fund commitments, and publicly traded securities. Without a disclosed mandate, the exact mix is unknown, but offices of this profile often rely on external general partners for private market access while reserving capacity for direct co-investments.

Who runs investment decisions at Tailwind Wealth Management?

The firm has not publicly named a chief investment officer, managing director, or any investment committee members. Investment authority typically rests with the family principal and a small internal team, sometimes supplemented by an outsourced chief investment officer or investment policy committee.

Where does the underlying wealth come from?

The source of the family's wealth has not been publicly disclosed. The firm name itself — 'Tailwind' — could evoke aviation, sailing, or simply a metaphor for favorable conditions, but this is speculative. Origins are likely tied to an operating business, real estate, or a liquidity event that the family has chosen not to publicize.

How is Tailwind Wealth Management different from a registered investment advisor?

As a single-family office, Tailwind likely operates under the SEC's family office rule exemption, which means it is not required to register as an investment advisor. This allows the firm to manage family capital without the public disclosures, audits, and marketing restrictions applied to RIAs serving outside clients.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles