GRAND FORKS, NDCRD 331043Latest ADV November 21, 2025
Brady Martz Wealth Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Forks, ND. Its latest Form ADV filing, dated November 21, 2025, reports $795M in regulatory assets under management, 11 employees, 11 offices, and 1,046 accounts.
Assets Under Management
$795M
Employees
11
Offices
11 offices
Total Clients
448
Primary office
GRAND FORKS, ND
401 DEMERS AVE, STE 300, GRAND FORKS, ND, United States
Top client segmentIndividuals represent 68.1% of total clients.
Top client categories% of clientsClients
1
Individuals
68.1%
305
2
HNWI
29.9%
134
3
Pension Plans
2.0%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$795Mas of November 21, 2025
Discretionary100.0%
$795M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$795M
Total Accounts1,046
10Y AUM Change+$795M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee41:1
10Y Employee Change+6 (+120.0%)
* 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.