TRADITION WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$2,603,155,796
Discretionary
$2,548,810,900
Non-discretionary
$54,344,896
Firm details
- CRD number
- 128314
- SEC file number
- 801-62666
- Main office
- EDINA, MN, United States
- Employees
- 32
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.