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TRADITIONS WEALTH ADVISORS, LLC.
CRD 128135
2700 EARL RUDDER FRWY S., SUITE 2600, COLLEGE STATION, TX, 77845-5037, United States
Phone
979-694-9100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$94.8M
Discretionary AUM
$24.8M
Team
11 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersESTATE PLANNING AND SPECIAL REPORTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $15.5M |
| High net worth individuals | 60 | $67.6M |
| Business development companies | 2 | $200K |
All web addresses on file
Official SEC filing: View on IAPD