Tradewinds Wealth Management
Tradewinds Wealth Management is a multi-family office headquartered in Portland, United States. Founded in 2023, the firm grew from the advisory expertise of founder Christian D’Urso and manages assets for families across nine states .
Tradewinds Wealth Management
Tradewinds Wealth Management is a multi-family office headquartered in Portland, United States. Founded in 2023, the firm grew from the advisory expertise of founder Christian D’Urso and manages assets for families across nine states . Its team provides integrated financial planning, retirement strategies and discretionary portfolio management, emphasizing risk assessment and tax-efficient wealth preservation for business owners and professionals .
General information
Firm type
Multi Family Office
Year founded
2023
AUM
—
Location
Region
North America
Country
—
City
Portland
Corporate office
5550 South Macadam Avenue, Ste 110, Portland, OR 97239
Frequently asked questions
What is Tradewinds Wealth Management?
Tradewinds Wealth Management is a multi family office headquartered in Portland.
When was Tradewinds Wealth Management founded?
Tradewinds Wealth Management was founded in 2023.
Where is Tradewinds Wealth Management headquartered?
Tradewinds Wealth Management is headquartered in Portland, in the North America region.
What does Altss track for Tradewinds Wealth Management?
Altss maintains an OSINT-verified profile of Tradewinds Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Tradewinds Wealth Management's website?
Tradewinds Wealth Management's public website is www.tradewindswm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Tradewinds Wealth Management?
Tradewinds Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Tradewinds Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Tradewinds Wealth Management?
Tradewinds Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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