Traditions Wealth Advisors, LLC

RIASEC Registered

Total AUM

$94.8M

Discretionary

$24.8M

26% of AUM

Avg account

$384K

Accounts

247

Employees

Advisory reps

Firm details

Headquarters: College Station, Texas
CRD number: 128135
Website: www.traditionswealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI71.31%
Individuals16.35%
Other10.55%
Charitable Organizations1.58%
Business Development Companies0.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Traditions Wealth Advisors, LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm serves both individual and family clients as well as institutional investors and charges fees based on a percentage of assets under management. Its advisory menu centers on financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers. Traditions acts as a capital allocator, directing client assets to external managers where appropriate. The adviser does not identify as an active ESG investor and is not positioned as a multistate or pension consulting specialist.