Brandon Trank
TradeWinds Wealth Management · Portland, Oregon
Brandon Trank is a fee-only financial advisor at TradeWinds Wealth Management in Portland, Oregon. Brandon charges a percentage of assets (a $250,000 asset minimum) and focuses on estate & legacy planning and sustainable & impact investing.
Request an introduction to Brandon →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | TradeWinds Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $135.1M across 261 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 6533321 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tradewindswm.com |
How Brandon's firm compares
- TradeWinds Wealth Management's average account is about $517,000, from its Form ADV (assets managed divided by 261 accounts).
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brandon
Is Brandon Trank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and TradeWinds Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon charges a percentage of assets.
How much does Brandon charge?
According to TradeWinds Wealth Management's website, checked October 30, 2026: a $250,000 asset minimum.
Does Brandon work with clients virtually?
Yes. TradeWinds Wealth Management says on its website that it works with clients remotely.
Where is Brandon Trank based?
Brandon Trank is based in Portland, Oregon.
What does Brandon specialize in?
Brandon's specialties include estate & legacy planning and sustainable & impact investing. Brandon works with multi-generational families.
Is Brandon Trank registered with the SEC?
Yes. Brandon Trank is registered as an investment adviser representative in OR, TX and WA (CRD 6533321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TradeWinds Wealth Management manage?
TradeWinds Wealth Management reports $135.1M across 261 accounts in assets under management.
How do I contact Brandon Trank?
Through Brandon's website, www.tradewindswm.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
- TradeWinds Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.