Overview
Assets Under Management: $2.0 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 433
Average Client Assets: $3 million
Frequently Asked Questions
TRADITION WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128314), TRADITION WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TRADITION WEALTH MANAGEMENT LLC is headquartered in EDINA, MN.
TRADITION WEALTH MANAGEMENT LLC serves 433 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, TRADITION WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TRADITION WEALTH MANAGEMENT LLC manages $2.0 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, TRADITION WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 433
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,271
Discretionary Accounts: 5,256
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 128314
Filing ID: 1966721
Last Filing Date: 2025-03-26 08:39:00
Website: https://traditionwealth.com