Azita Simler
Tradewinds Capital Management · Bellingham, Washington
Azita Simler is a fee-only financial advisor at Tradewinds Capital Management in Bellingham, Washington. Tradewinds Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tradewinds Capital Management |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $727.3M across 2,268 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4803527 |
| Exams passed | Series 66 (2012) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.tradewinds-cm.com |
How Azita's firm compares
- Tradewinds Capital Management's average account is about $321,000, from its Form ADV (assets managed divided by 2,268 accounts).
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Questions about Azita
Is Azita Simler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Azita holds no broker registration, and Tradewinds Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Azita charge for financial advice?
Azita's firm, Tradewinds Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Azita Simler based?
Azita Simler is based in Bellingham, Washington.
Is Azita Simler registered with the SEC?
Yes. Azita Simler is registered as an investment adviser representative in WA (CRD 4803527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tradewinds Capital Management manage?
Tradewinds Capital Management reports $727.3M across 2,268 accounts in assets under management.
How do I contact Azita Simler?
Through Azita's website, www.tradewinds-cm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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