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
24

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, owner-operated registered investment advisor that has been SEC-registered since 2004. The firm serves both individual & family clients and institutional accounts, offering fee arrangements that include a percentage of AUM, hourly fees, and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside managers. The firm identifies itself as a capital allocator and is not positioned as an ESG-focused manager.

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 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 23
  • 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 325

Active vs passive

$1.4B in ETFs

Passive

63%

$881M

Active

28%

$527M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN BETABUILDERS US EQUITY ETF (BBUS)JP MorganPassiveLarge Blend$55.8M414,0003.96%
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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