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| Happy Holidays!! thanks for using AUM13F!! |
| Tradition Wealth Management LLC
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| CRD # | 128314 |
| SEC # | 801-62666 |
| CIK # | 0001843010 |
| AUM | $2.0 B (2025-03-26) |
| Employees | 28 (100% Investors, 57% Brokers) |
| Phone | 952-563-6500 |
| Address | 7601 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.0 | ||
| Nvidia Corp | 24.8 | ||
| Microsoft Corp | 17.6 | ||
| Amazon Com Inc | 13.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,608 | 459.5 |
| (b) Individuals (high net worth individuals) | 433 | 1,167.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 53 | 209.1 |
| (h) Charitable organizations | 36 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 102.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,271 | 1,950.1 |
| By Discretionary | ||
| Discretionary | 5,256 | 1,924.9 |
| Non-Discretionary | 15 | 25.2 |
| Total | 5,271 | 1,950.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.2 | |
| United States Persons | 1,943.8 | |
| Total | 5,271 | 1,950.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843010] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marks Group Wealth Management Inc
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|
MN | 2.0 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 2.0 |
|
Sellwood Investment Partners LLC
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|
OR | 2.0 |
|
Advisors Asset Management Inc
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|
CO | 2.0 |
|
Sisung Investment Management Services LLC
✚
|
LA | 2.0 |
|
Sigma Investment Counselors Inc
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|
MI | 1.9 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 1.9 |
|
Wealthquest Corporation
✚
|
OH | 1.9 |
|
Capital Investment Advisory Services LLC
✚
|
NC | 1.9 |
|
Newsquare Capital LLC
✚
|
PA | 1.9 |