|
⚲
|
| Keyboard |
| Tradition Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 128314 |
| SEC # | 801-62666 |
| CIK # | 0001843010 |
| AUM | 2,603.2 M (2026-06-12) |
| Employees | 32 (94% Investors, 53% Brokers) |
| Phone | 952-563-6500 |
| Address | 7601 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.7 | ||
| Nvidia Corp | 27.1 | ||
| Microsoft Corp | 15.5 | ||
| Amazon Com Inc | 12.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,576 | 0.4 |
| (b) Individuals (high net worth individuals) | 579 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 69 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,771 | 2.6 |
| By Discretionary | ||
| Discretionary | 5,756 | 2.5 |
| Non-Discretionary | 15 | 0.1 |
| Total | 5,771 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 5,771 | 2.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843010] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 162 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Patriot Financial Group Insurance Agency LLC
✚
|
MA | 2,639.5 M |
|
Quad Investment Management Corp
✚
|
2,623.8 M | |
|
Ingham Russell Investment Advisors Inc
✚
|
FL | 2,615.5 M |
|
Argos Capital Partners LLC
✚
|
MO | 2,613.2 M |
|
Checchi Capital Advisers LLC
✚
|
CA | 2,594.4 M |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 2,580.2 M |
|
Maple Capital Management Inc
✚
|
VT | 2,579.6 M |
|
Icon Wealth Advisors LLC
✚
|
TX | 2,577.3 M |
|
International Assets Investment Management LLC
✚
|
FL | 2,569.4 M |
|
Bridgewater Advisors Inc
✚
|
NY | 2,566.4 M |