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Tradition Wealth Management LLC

● SEC registered since 2004CRD 128314SEC# 801-62666Edina, MN
Export (members)
Reg. AUM
$1.95B
Employees
28
Accounts
5,271
Location
Edina, MN

Tradition Wealth Management LLC assets under management

Tradition Wealth Management LLC operates as an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2004. It reports $2 billion in regulatory assets under management and employs 28 people.

Tradition Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Bradley Allan JohnsonMember10-25%2006
Chadwick James Schumacher ControlDirector25-50%2003
John Leslie HauseMember10-25%2006
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Frequently asked questions

How much does Tradition Wealth Management LLC manage?

Tradition Wealth Management LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Tradition Wealth Management LLC have?

Tradition Wealth Management LLC reports 28 employees.

Where is Tradition Wealth Management LLC located?

Tradition Wealth Management LLC is based in Edina, MN and has been SEC-registered since 2004.

Does Tradition Wealth Management LLC disclose fund performance?

Tradition Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7601 France Avenue South, Suite 100, Edina, MN 55435
Phone952-563-6500
Fax952-563-6501
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.92B
Non-discretionary$25.2M
Total (RAUM)$1.95B