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Tradewell Securities, LLC

● SEC registered since 2024CRD 332473SEC# 801-130935Fort Wayne, IN
Export (members)
Reg. AUM
$267M
Employees
8
Accounts
1,080
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 $267 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/tradewell-tax-financialView on SEC.gov ↗

Tradewell Securities, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua Scott HasselbachChief Compliance OfficerUnder 5%2025
Michael Lawrence Albertson ControlManaging Member And CeoOver 75%2024

Frequently asked questions

How much does Tradewell Securities, LLC manage?

Tradewell Securities, LLC reports $267 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

Address130 West Main Street, #100, Fort Wayne, IN 46802
Phone260-490-2084
Fax260-490-5956
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$228M
Non-discretionary$39M
Total (RAUM)$267M