# Tradewinds Wealth Management

Tradewinds Wealth Management is a Multi Family Office based in Portland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** 5550 South Macadam Avenue, Ste 110, Portland, OR 97239, United States
- **Founded:** 2023
- **Assets under management:** 137 (Altss estimate)
- **Website:** tradewindswm.com
- **LinkedIn:** https://www.linkedin.com/company/tradewindsria/

## Regulatory record

- **CRD number:** 323879
- **SEC file number:** 801-127142
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-20T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323879

## About

Tradewinds Wealth Management was established in 2023 by Christian D'Urso in Portland, Oregon. D'Urso previously led The D'Urso Group as Senior Vice President at Morgan Stanley. The firm functions as a multi-family office serving business owners and professionals. The firm delivers financial planning, retirement strategies, and discretionary portfolio management. Emphasis rests on risk assessment and tax-efficient wealth preservation. Operations remain confined to North America with an additional office in Rhode Island. Team size and adjacent vehicles remain undisclosed. No dated operational events from the last 24 months appear in available records.

## Sectors

- Wealth Management

## Offices

- Rhode Island, United States

## People

- Christian D'Urso — Founder and Chief Investment Officer

## Questions

### Who runs investment decisions at Tradewinds Wealth Management?

Christian D'Urso serves as Founder and Chief Investment Officer. He previously led The D'Urso Group at Morgan Stanley.

### Does Tradewinds Wealth Management participate in fund commitments or only direct deals?

Available records do not specify fund commitments versus direct deals.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/tradewinds-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology