| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Jo Haagenson | Secretary / Treasurer | Under 5% | 2024 |
| Brady Martz, LLC Control | Owner | Over 75% | 2024 |
| Joshua Ronald Opp Control | Chief Compliance Officer | Under 5% | 2024 |
Brady Martz Wealth Solutions, LLC reports $599.4 million in regulatory assets under management on its Form ADV.
Brady Martz Wealth Solutions, LLC reports 5 employees.
Brady Martz Wealth Solutions, LLC is based in Grand Forks, ND and has been SEC-registered since 2024.
Brady Martz Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 401 Demers Ave, Ste 300, Grand Forks, ND 58201 |
| Phone | 701-223-1717 |
| Fax | 701-795-7498 |
| Office hours | 8:00-5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $599.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $599.4M |