TRADEWELL SECURITIES, LLC
Doing business as TRADEWELL TAX & FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$320,440,000
Discretionary
$320,440,000
Non-discretionary
$0
Firm details
- CRD number
- 332473
- SEC file number
- 801-130935
- Main office
- FORT WAYNE, IN, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.