RIA Intel›Advisers›Minnesota›TRADITION WEALTH MANAGEMENT LLC

TRADITION WEALTH MANAGEMENT LLC

Advisory

N·EDINA, MN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$2.4B

1-Year AUM Growth

+39.4%

3-Year CAGR

+21.5%

Employees

30

Assets Under Management

Total AUM$2.4B

Discretionary AUM$2.3B

Non-Discretionary AUM$24M

Discretionary %99%

Total Clients2,162

Team

Total Employees30

Investment Advisers32

Employee Growth (1Y)—

Filing History

Total Filings on Record61

First FilingJan 2, 2004

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRADITION WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.