Investment adviser · CRD 331043
BRADY MARTZ WEALTH SOLUTIONS, LLC
Investment adviser filing (IA)
GRAND FORKS, ND, United States · Form ADV filed Jun 16, 2026
- Regulatory AUM
- $795M Form ADV · Item 5.F
- Client accounts
- 1,046 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 134 | $692,413,724 | 87.1% |
| Individuals | 305 | $97,844,021 | 12.3% |
| Retirement plans | 9 | $2,898,166 | 0.4% |
| Corporations & businesses | Fewer than 5 | $2,142,718 | 0.3% |
Filing source
Form ADV 2113557 · Jun 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
401 DEMERS AVE, STE 300GRAND FORKS, ND, 58201, United States
CRD 331043
Filing source
Form ADV 2113557 · Jun 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.