Tailwind Wealth Management, LLC

Tailwind Wealth Management, LLC (CRD# 289874) is a financial advisory firm headquartered in , . They manage $29,000,000 in 90 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $322,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MI, TX

Financial Advisors at Tailwind Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Walter Beck, financial advisor Hingham MA
Walter D. Beck
CRD#: 1984380
Hingham, MA

Walter Beck (CRD# 1984380) is an Investment Advisor Representative working at Tailwind Wealth Management, LLC in Hingham, MA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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