Tradition Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 23, 2026, reports $2.4B in regulatory assets under management, 32 employees, 3 offices, and 5,543 accounts.
Assets Under Management
$2.4B
Employees
32
Offices
3 offices
Total Clients
2,190
Primary office
EDINA, MN
7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, United States
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
1,535
2
HNWI
26.1%
572
3
Pension Plans
3.0%
65
4
Corporations
0.8%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 23, 2026
Discretionary99.0%
$2.3B
99% of total RAUM99.0%
Non-discretionary1.0%
$24M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts5,543
10Y AUM Change+$2.0B (+507.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee68:1
10Y Employee Change+23 (+255.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.