Christian D'Urso
TradeWinds Wealth Management · Portland, Oregon
Christian D'Urso is a fee-only financial advisor at TradeWinds Wealth Management in Portland, Oregon. Christian charges a percentage of assets (a $250,000 asset minimum) and focuses on estate & legacy planning and sustainable & impact investing.
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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, RI, WA · CRD 5304397 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tradewindswm.com |
| Profile |
How Christian'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 Christian
Tell Christian a little about what you're looking for. Christian 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 Christian
Is Christian D'Urso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christian 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 Christian charge for financial advice?
Christian charges a percentage of assets.
How much does Christian charge?
According to TradeWinds Wealth Management's website, checked October 30, 2026: a $250,000 asset minimum.
Does Christian work with clients virtually?
Yes. TradeWinds Wealth Management says on its website that it works with clients remotely.
Where is Christian D'Urso based?
Christian D'Urso is based in Portland, Oregon.
What does Christian specialize in?
Christian's specialties include estate & legacy planning and sustainable & impact investing. Christian works with multi-generational families.
Is Christian D'Urso registered with the SEC?
Yes. Christian D'Urso is registered as an investment adviser representative in OR, RI and WA (CRD 5304397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does TradeWinds Wealth Management manage?
TradeWinds Wealth Management reports $135.1M across 261 accounts in assets under management.
How do I contact Christian D'Urso?
Through Christian'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.
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