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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tailwinds Wealth have?","answer":"Tailwinds Wealth has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tailwinds Wealth invest in?","answer":"At the end of its last fiscal year, Tailwinds Wealth’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 5% cash and equivalents, 3% pooled vehicles (private funds and similar), 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tailwinds Wealth?","answer":"Tailwinds Wealth is owned through holding companies by Will Johnson, Brian Jass, Austin Schmitt and Skip Johnson. Its direct owners are Open Hand Ventures, LLC, Abundant Stewardship, LLC, Baask & Abide, LLC and Skyward Capital, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tailwinds Wealth get paid?","answer":"Tailwinds Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Tailwinds Wealth?","answer":"Tailwinds Wealth’s main office is at 3640 Talmage Circle St 100, Vadnais Heights, MN 55110. Its phone number is 651-243-0535. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}