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TRADITIONS WEALTH ADVISORS, LLC.

Advisory

COLLEGE STATION, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,460

of 2,813 advisers by AUM

Average account

$384K

across 247 accounts

AUM per adviser

$95M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

11

Assets Under Management

Total AUM$95M

Discretionary AUM$25M

Non-Discretionary AUM$70M

Discretionary %26.1%

Total Clients77

Team

Total Employees11

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

60 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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