Tradewell Securities, LLC
● SEC registered since 2024CRD 332473SEC# 801-130935Fort Wayne, IN
Reg. AUM
$320.4M
Employees
8
Accounts
1,147
Location
Fort Wayne, IN
Tradewell Securities, LLC assets under management
Tradewell Securities, LLC is an investment advisory firm registered with the SEC based in Fort Wayne, IN. The firm has been registered since 2024. It reports $320.4 million in regulatory assets under management and employs 8 people.
Tradewell Securities, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Lawrence Albertson Control | Chief Compliance Officer, Managing Member And Ceo | Over 75% | 2024 |
| Thomas Joe Badders Control | Chief Operations Officer | Under 5% | 2026 |
Frequently asked questions
How much does Tradewell Securities, LLC manage?
Tradewell Securities, LLC reports $320.4 million in regulatory assets under management on its Form ADV.
How many employees does Tradewell Securities, LLC have?
Tradewell Securities, LLC reports 8 employees.
Where is Tradewell Securities, LLC located?
Tradewell Securities, LLC is based in Fort Wayne, IN and has been SEC-registered since 2024.
Does Tradewell Securities, LLC disclose fund performance?
Tradewell Securities, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 West Main Street, #100, Fort Wayne, IN 46802 |
| Phone | 260-490-2084 |
| Fax | 260-490-5956 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$320.4M▲ 20%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,389 advisers
EmployeesTop 47%
More than 53% of 16,799 advisers
Assets under management
$320.4Mregulatory AUM
Discretionary $320.4M