Tradition Wealth Management LLC

RIASEC RegisteredEst. 2004
Total AUM
$2.6B
Discretionary
$2.5B
98% of AUM
Avg account
$451K
Accounts
5,771
Employees
32
Advisory reps
23

Firm details

Headquarters
Edina, Minnesota
CRD number
128314
Registered since
January 30, 2004
Website
www.traditionwealthmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.75%
  • Individuals14.7%
  • Pension & Profit Sharing Plans13.57%
  • Corporations / Businesses0.98%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tradition Wealth Management LLC is an independent registered investment adviser formed in 2004 and organized as an LLC under individual ownership. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is affiliated with an insurance company and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 16%, Cash & Cash Equivalents 11%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Private Funds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents11%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%

Owners & executives

1 of 1
  • Mark Walsingham

    Mark Walsingham

    Chief Compliance OfficerCRD 5541403

Contacts

3 of 22
  • Chadwick Schumacher

    Chadwick Schumacher

    Managing Director, Private Wealth Advisor, PartnerCRD 2386491

  • Jacob Taylor

    Jacob Taylor

    Director Of Sports ManagementCRD 6402410

  • Bradley Johnson

    Bradley Johnson

    Investment Advisor & PartnerCRD 2258491

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 309

Active vs passive

$1.2B in ETFs

Passive

63%

$758M

Active

29%

$447M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN BETABUILDERS US EQUITY ETF (BBUS)JP MorganPassiveLarge Blend$46.5M396,6413.86%
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Location

Primary office

Edina, MN

Hennepin

Location

Edina, MN

Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
7601 France Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth