Investment adviser · CRD 128314
TRADITION WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
EDINA, MN, United States · Form ADV filed Jun 12, 2026
- Regulatory AUM
- $2.6B Form ADV · Item 5.F
- Client accounts
- 5,771 Accounts, not individual clients
- Employees
- 32 Reported in this filing
- Advisory professionals
- 30 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 | 579 | $1,841,614,523 | 70.7% |
| Individuals | 1,576 | $382,644,399 | 14.7% |
| Retirement plans | 69 | $353,296,965 | 13.6% |
| Corporations & businesses | 20 | $25,449,333 | 1.0% |
| Charities | Fewer than 5 | $150,576 | 0.0% |
Filing source
Form ADV 2112946 · Jun 12, 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 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7601 FRANCE AVENUE SOUTH, SUITE 100EDINA, MN, 55435, United States
CRD 128314
Filing source
Form ADV 2112946 · Jun 12, 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.