Brady Martz Wealth Solutions, LLC

RIASEC RegisteredEst. 2024
Total AUM
$795M
Discretionary
$795M
100% of AUM
Avg account
$760K
Accounts
1,046
Employees
11
Advisory reps
10

Firm details

Headquarters
Grand Forks, North Dakota
CRD number
331043
Registered since
June 27, 2024
Website
www.bradymartz.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI87.06%
  • Individuals12.3%
  • Pension & Profit Sharing Plans0.36%
  • Corporations / Businesses0.27%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Brady Martz Wealth Solutions, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2024. The firm acts as a capital allocator and serves individual and family clients as well as institutional relationships. Its fee model is based on a percentage of assets under management. Advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, the selection of other advisers, and pension consulting services; the firm also notes industry ties to an accounting practice and an insurance company. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 66%, State & Local Bonds 15%, Exchange Traded Equities 13%, Cash & Cash Equivalents 3%, US Government Bonds 2%66%
  • Public Funds/Mutual Funds66%
  • State & Local Bonds15%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Owners & executives

1 of 1

  • Joshua Opp

    Chief Administrative OfficerCRD 7903962

Contacts

3 of 9
  • Ted Ferik

    Ted Ferik

    Head of ResearchCRD 5471963

  • Amy Haagenson

    ShareholderCRD 7919245

  • Stephanie Bussan

    Stephanie Bussan

    Financial PlannerCRD 6717810

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 120

Active vs passive

$594M in ETFs

Passive

71%

$423M

Active

27%

$172M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$70.5M429,33811.86%
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Location

Primary office

Grand Forks, ND

Grand Forks

Location

Grand Forks, ND

Headquartered in Grand Forks, ND, in the Midwest of the United States.

Region
Midwest
County
Grand Forks
Address
401 Demers Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth