← Back to searchVisit website
TRADITION WEALTH MANAGEMENT LLC
CRD 128314 · SEC 801-62666
7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435, United States
Phone
952-563-6500
Fax
952-563-6501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.60B
Discretionary AUM
$2.55B
Team
32 total employees; 30 advisory reps; 162 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers1031 EXCHANGE CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1576 | $382.6M |
| High net worth individuals | 579 | $1.84B |
| Pension/profit sharing plans | 69 | $353.3M |
| Corporations/business entities | 20 | $25.4M |
States served
AK, AZ, CA, CO, GA, IL, IA, MN, NE, NV, NJ, NY, NC, ND, OR, PA, TN, WI, WA, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD