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| Tradition Wealth Management LLC
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| |
|---|---|
| CRD # | 128314 |
| SEC # | 801-62666 |
| CIK # | 0001843010 |
| AUM | $1.5 BB (2024-03-26) |
| Employees | 27 (85% Investors, 56% Brokers) |
| Phone | 952-563-6500 |
| Address | 7601 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001843010 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 26.7 | |
| Nvidia Corp | 399,550.0 | 16.8 | |
| Microsoft Corp | 1,918,222.4 | 15.5 | |
| Amazon Com Inc | 1,092,997.8 | 10.5 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,472 | 311.9 |
| (b) Individuals (high net worth individuals) | 420 | 1,059.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 125.7 |
| (h) Charitable organizations | 31 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 20.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,688 | 1,522.5 |
| By Discretionary | ||
| Discretionary | 4,680 | 1,512.7 |
| Non-Discretionary | 8 | 9.8 |
| Total | 4,688 | 1,522.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 1,519.4 | |
| Total | 4,688 | 1,522.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843010] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Harbor Group Inc
✚
|
NH | 1.5 |
|
Patriot Investment Management Group Inc
✚
|
TN | 1.5 |
|
Clayton Financial Group LLC
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|
MO | 1.5 |
|
Leo Wealth LLC
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|
TX | 1.5 |
|
DT Investment Partners LLC
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|
PA | 1.5 |
|
Silveroak Wealth Management LLC
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|
MN | 1.5 |
|
Landaas & Company
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|
WI | 1.5 |
|
DHK Financial Advisors Inc
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|
NH | 1.5 |
|
Aveo Capital Partners LLC
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|
CO | 1.5 |
|
EFG Asset Management Americas Corp
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|
FL | 1.5 |