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BRADY MARTZ WEALTH SOLUTIONS, LLC
CRD 331043 · SEC 801-130560
401 DEMERS AVE, STE 300, GRAND FORKS, ND, 58201, United States
Phone
701-223-1717
Fax
701-795-7498
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$795.3M
Discretionary AUM
$795.3M
Team
11 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $97.8M |
| High net worth individuals | 134 | $692.4M |
| Pension/profit sharing plans | 9 | $2.9M |
States served
AZ, IA, MN, MT, NE, ND, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD