TRADITION WEALTH MANAGEMENT LLC
SEC file number 801-62666
· EDINA, MN
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.52B
Discretionary AUM
$1.51B
Employees
27
Clients
123
Firm
- Address
- 7601 FRANCE AVENUE SOUTH
EDINA, MN 55435 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
-
ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
-
Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
-
Strata Solas Wealth Management LLC · D · Jan 20, 2026
-
US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
-
Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
-
Cantata Wealth Management, LLC · D · Feb 19, 2025$2M