Active
TRADITION WEALTH MANAGEMENT LLC
Investment Advice|EDINA, MN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.9B |
| Non-Discretionary | 25.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 128314 |
| SEC Number | 801-62666 |
| Street Address | 7601 FRANCE AVENUE SOUTH |
| Street Address 2 | SUITE 100 |
| Location | EDINA, MN 55435 |
| Country | United States |
| Phone | 952-563-6500 |
| Fax | 952-563-6501 |
| Total Employees | 28 |
Client Count by Type (2,162 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,608 |
| High Net Worth Individual… | 433 |
| Pension/Profit Sharing Pl… | 53 |
| Charitable Organizations | 36 |
| Corporations/Businesses | 32 |
Community Partners
CITY OF BLOOMINGTON
CITY OF BROOKLYN CENTER
CITY OF BROOKLYN CENTER CITY HALL
CITY OF BROOKLYN PARK
CITY OF CHAMPLIN
CITY OF CORCORAN
CITY OF CRYSTAL
CITY OF DEEPHAVEN
CITY OF EXCELSIOR
CITY OF GOLDEN VALLEY
CITY OF GREENFIELD
CITY OF GREENWOOD
CITY OF HOPKINS
CITY OF INDEPENDENCE
CITY OF LONG LAKE
CITY OF LORETTO
CITY OF MAPLE GROVE
CITY OF MINNEAPOLIS
CITY OF MINNETONKA BEACH
CITY OF MINNETRISTA
CITY OF BLOOMINGTON
CITY OF BROOKLYN CENTER
CITY OF BROOKLYN CENTER CITY HALL
CITY OF BROOKLYN PARK
CITY OF CHAMPLIN
CITY OF CORCORAN
CITY OF CRYSTAL
CITY OF DEEPHAVEN
CITY OF EXCELSIOR
CITY OF GOLDEN VALLEY
CITY OF GREENFIELD
CITY OF GREENWOOD
CITY OF HOPKINS
CITY OF INDEPENDENCE
CITY OF LONG LAKE
CITY OF LORETTO
CITY OF MAPLE GROVE
CITY OF MINNEAPOLIS
CITY OF MINNETONKA BEACH
CITY OF MINNETRISTA
CITY OF BLOOMINGTON
CITY OF BROOKLYN CENTER
CITY OF BROOKLYN CENTER CITY HALL
CITY OF BROOKLYN PARK
CITY OF CHAMPLIN
CITY OF CORCORAN
CITY OF CRYSTAL
CITY OF DEEPHAVEN
CITY OF EXCELSIOR
CITY OF GOLDEN VALLEY
CITY OF GREENFIELD
CITY OF GREENWOOD
CITY OF HOPKINS
CITY OF INDEPENDENCE
CITY OF LONG LAKE
CITY OF LORETTO
CITY OF MAPLE GROVE
CITY OF MINNEAPOLIS
CITY OF MINNETONKA BEACH
CITY OF MINNETRISTA
Municipal Government
44 Active
44
Organizations
BASSETT CREEK WATERSHED MANAGEMENT COMMISSION
BLOOMINGTON HOUSING AND REDEVELOPMENT AUTHORITY
BROOKLYN CENTER HOUSING AND REDEVELOPMENT AUTHORITY
EDINA FAMILY SERVICES COLLABORATIVE
ELM CREEK WATERSHED MANAGEMENT COMMISSION
EXCELSIOR FIRE DISTRICT
GOLDEN VALLEY-CRYSTAL-NEW HOPE JOINT WATER COMMISSION
HENNEPIN COUNTY CHILDRENS MENTAL SERVICES COLLABORATIVE
HENNEPIN COUNTY MEDICAL CENTER
HENNEPIN SOUTH SERVICES COLLABORATIVE
HOPKINS HOUSING AND REDEVELOPMENT AUTHORITY
LAKE MINNETONKA COMMUNICATIONS COMMISSION
MINNEAPOLIS-ST PAUL HOUSING FINANCE BOARD
MINNEAPOLIS YOUTH COORDINATING BOARD
MINNESOTA MUNICIPAL GAS AGENCY
MINNETONKA FAMILY SERVICES COLLABORATIVE
MOUND HOUSING AND REDEVELOPMENT AUTHORITY
NINE MILE CREEK WATERSHED DISTRICT 1
NORTHWEST HENNEPIN FAMILY SERVICES COLLABORATIVE
NORTHWEST SUBURBS CABLE COMMUNICATIONS COMMISSION
BASSETT CREEK WATERSHED MANAGEMENT COMMISSION
BLOOMINGTON HOUSING AND REDEVELOPMENT AUTHORITY
BROOKLYN CENTER HOUSING AND REDEVELOPMENT AUTHORITY
EDINA FAMILY SERVICES COLLABORATIVE
ELM CREEK WATERSHED MANAGEMENT COMMISSION
EXCELSIOR FIRE DISTRICT
GOLDEN VALLEY-CRYSTAL-NEW HOPE JOINT WATER COMMISSION
HENNEPIN COUNTY CHILDRENS MENTAL SERVICES COLLABORATIVE
HENNEPIN COUNTY MEDICAL CENTER
HENNEPIN SOUTH SERVICES COLLABORATIVE
HOPKINS HOUSING AND REDEVELOPMENT AUTHORITY
LAKE MINNETONKA COMMUNICATIONS COMMISSION
MINNEAPOLIS-ST PAUL HOUSING FINANCE BOARD
MINNEAPOLIS YOUTH COORDINATING BOARD
MINNESOTA MUNICIPAL GAS AGENCY
MINNETONKA FAMILY SERVICES COLLABORATIVE
MOUND HOUSING AND REDEVELOPMENT AUTHORITY
NINE MILE CREEK WATERSHED DISTRICT 1
NORTHWEST HENNEPIN FAMILY SERVICES COLLABORATIVE
NORTHWEST SUBURBS CABLE COMMUNICATIONS COMMISSION
BASSETT CREEK WATERSHED MANAGEMENT COMMISSION
BLOOMINGTON HOUSING AND REDEVELOPMENT AUTHORITY
BROOKLYN CENTER HOUSING AND REDEVELOPMENT AUTHORITY
EDINA FAMILY SERVICES COLLABORATIVE
ELM CREEK WATERSHED MANAGEMENT COMMISSION
EXCELSIOR FIRE DISTRICT
GOLDEN VALLEY-CRYSTAL-NEW HOPE JOINT WATER COMMISSION
HENNEPIN COUNTY CHILDRENS MENTAL SERVICES COLLABORATIVE
HENNEPIN COUNTY MEDICAL CENTER
HENNEPIN SOUTH SERVICES COLLABORATIVE
HOPKINS HOUSING AND REDEVELOPMENT AUTHORITY
LAKE MINNETONKA COMMUNICATIONS COMMISSION
MINNEAPOLIS-ST PAUL HOUSING FINANCE BOARD
MINNEAPOLIS YOUTH COORDINATING BOARD
MINNESOTA MUNICIPAL GAS AGENCY
MINNETONKA FAMILY SERVICES COLLABORATIVE
MOUND HOUSING AND REDEVELOPMENT AUTHORITY
NINE MILE CREEK WATERSHED DISTRICT 1
NORTHWEST HENNEPIN FAMILY SERVICES COLLABORATIVE
NORTHWEST SUBURBS CABLE COMMUNICATIONS COMMISSION
Special District
42 Active
42
Organizations
BLOOMINGTON SCH DIST 271
BROOKLYN CENTER SCH DIST 286
COUNTY OF HENNEPIN INDEPENDENT SCHOOL DISTRICT 279
EDINA SCH DIST 273
EXCELL ACADEMY FOR HIGHER LEARNING, INC
HOPKINS SCH DIST 270
INDEPENDENT SCHOOL DISTRICT 277
INDEPENDENT SCHOOL DISTRICT NO. 278 COUNTY OF HENNEPIN
MINNEAPOLIS SPECIAL SCHOOL DISTRICT 1
MINNETONKA SCH DIST 276
ORONO SCH DIST 278
OSSEO INDEPENDENT SCH DIST 279
RICHFIELD SCH DIST 280
ROBBINSDALE SCH DIST 281
ST ANTHNY NEW BRIGHTON SCHOOL DISTRICT 282
ST LOUIS PARK IND SCHOOL DIST 283
SUCCESS ACADEMY
WAYZATA SCH DIST 284
WESTONKA SCH DIST 277
BLOOMINGTON SCH DIST 271
BROOKLYN CENTER SCH DIST 286
COUNTY OF HENNEPIN INDEPENDENT SCHOOL DISTRICT 279
EDINA SCH DIST 273
EXCELL ACADEMY FOR HIGHER LEARNING, INC
HOPKINS SCH DIST 270
INDEPENDENT SCHOOL DISTRICT 277
INDEPENDENT SCHOOL DISTRICT NO. 278 COUNTY OF HENNEPIN
MINNEAPOLIS SPECIAL SCHOOL DISTRICT 1
MINNETONKA SCH DIST 276
ORONO SCH DIST 278
OSSEO INDEPENDENT SCH DIST 279
RICHFIELD SCH DIST 280
ROBBINSDALE SCH DIST 281
ST ANTHNY NEW BRIGHTON SCHOOL DISTRICT 282
ST LOUIS PARK IND SCHOOL DIST 283
SUCCESS ACADEMY
WAYZATA SCH DIST 284
WESTONKA SCH DIST 277
BLOOMINGTON SCH DIST 271
BROOKLYN CENTER SCH DIST 286
COUNTY OF HENNEPIN INDEPENDENT SCHOOL DISTRICT 279
EDINA SCH DIST 273
EXCELL ACADEMY FOR HIGHER LEARNING, INC
HOPKINS SCH DIST 270
INDEPENDENT SCHOOL DISTRICT 277
INDEPENDENT SCHOOL DISTRICT NO. 278 COUNTY OF HENNEPIN
MINNEAPOLIS SPECIAL SCHOOL DISTRICT 1
MINNETONKA SCH DIST 276
ORONO SCH DIST 278
OSSEO INDEPENDENT SCH DIST 279
RICHFIELD SCH DIST 280
ROBBINSDALE SCH DIST 281
ST ANTHNY NEW BRIGHTON SCHOOL DISTRICT 282
ST LOUIS PARK IND SCHOOL DIST 283
SUCCESS ACADEMY
WAYZATA SCH DIST 284
WESTONKA SCH DIST 277
School District
19 Active
19
Organizations
0090 HUTCHINSON CHAPTER
10000 LAKES MULTIPLE SCLEROSIS EDUCATION FOUNDATION
187 ALUMNI ASSOCIATION INC
1ST HOME NETWORK
29 11 INTERNATIONAL EXCHANGE
2 EASTERN POMONA
40 ORCHARDS
420 ARCHIVE
44 MINNEAPOLIS B P O E
4 Access Partners
4 COMMUNITY THEATRE
4 CORNERSTONES FOUNDATION
4 SOCKS & KICKS
507 SPORTS FOUNDATION
50 ST PAUL COUNCIL
50TH & FRANCE BUSINESS & PROFESSIONAL
5M LIONS TRADING PIN CLUB
846SORG
ABBEY'S HOPE CHARITABLE FOUNDATION
ABC MONTESSORI SCHOOL INC
0090 HUTCHINSON CHAPTER
10000 LAKES MULTIPLE SCLEROSIS EDUCATION FOUNDATION
187 ALUMNI ASSOCIATION INC
1ST HOME NETWORK
29 11 INTERNATIONAL EXCHANGE
2 EASTERN POMONA
40 ORCHARDS
420 ARCHIVE
44 MINNEAPOLIS B P O E
4 Access Partners
4 COMMUNITY THEATRE
4 CORNERSTONES FOUNDATION
4 SOCKS & KICKS
507 SPORTS FOUNDATION
50 ST PAUL COUNCIL
50TH & FRANCE BUSINESS & PROFESSIONAL
5M LIONS TRADING PIN CLUB
846SORG
ABBEY'S HOPE CHARITABLE FOUNDATION
ABC MONTESSORI SCHOOL INC
0090 HUTCHINSON CHAPTER
10000 LAKES MULTIPLE SCLEROSIS EDUCATION FOUNDATION
187 ALUMNI ASSOCIATION INC
1ST HOME NETWORK
29 11 INTERNATIONAL EXCHANGE
2 EASTERN POMONA
40 ORCHARDS
420 ARCHIVE
44 MINNEAPOLIS B P O E
4 Access Partners
4 COMMUNITY THEATRE
4 CORNERSTONES FOUNDATION
4 SOCKS & KICKS
507 SPORTS FOUNDATION
50 ST PAUL COUNCIL
50TH & FRANCE BUSINESS & PROFESSIONAL
5M LIONS TRADING PIN CLUB
846SORG
ABBEY'S HOPE CHARITABLE FOUNDATION
ABC MONTESSORI SCHOOL INC
Nonprofit Organization
4018 Active
4018
Organizations
Community Partners155 organizations
CITY OF BROOKLYN CENTER CITY HALL
Municipal Government·MINNEAPOLIS
CITY OF CORCORAN
Municipal Government·HAMEL
CITY OF GREENWOOD
Municipal Government·EXCELSIOR
CITY OF HOPKINS
Municipal Government·HOPKINS
CITY OF MAPLE GROVE
Municipal Government·MAPLE GROVE
CITY OF MINNEAPOLIS
Municipal Government·MINNEAPOLIS
CITY OF MINNETONKA BEACH
Municipal Government·WAYZATA
CITY OF SAINT ANTHONY
Municipal Government·MINNEAPOLIS
CITY OF WAYZATA
Municipal Government·WAYZATA
HENNEPIN COUNTY
Municipal Government·MINNEAPOLIS
HENNEPIN COUNTY
Municipal Government·MINNEAPOLIS
HENNEPIN COUNTY MINNESOTA
Municipal Government·MINNEAPOLIS
INDEPENDENCE CITY
Municipal Government·MAPLE PLAIN
LORETTO, CITY OF
Municipal Government·LORETTO
MINNEAPOLIS, CITY OF
Municipal Government·MINNEAPOLIS
MINNETONKA CITY OFFICES
Municipal Government·HOPKINS
ORONO CITY ADMINISTRATION
Municipal Government·LONG LAKE
RICHFIELD PUBLIC SAFETY
Municipal Government·MINNEAPOLIS
SOUTH LAKE MINNETONKA POL
Municipal Government·EXCELSIOR
SOUTH METRO PUBLIC SAFETY TRAINING
Municipal Government·MINNEAPOLIS
EDINA FAMILY SERVICES COLLABORATIVE
Special District·EDINA
EXCELSIOR FIRE DISTRICT
Special District·SHOREWOOD
HENNEPIN COUNTY MEDICAL CENTER
Special District·MINNEAPOLIS
HOPKINS HOUSING AND REDEVELOPMENT AUTHORITY
Special District·HOPKINS
MINNEAPOLIS-ST PAUL HOUSING FINANCE BOARD
Special District·MINNEAPOLIS
MINNEAPOLIS YOUTH COORDINATING BOARD
Special District·MINNEAPOLIS
MINNETONKA FAMILY SERVICES COLLABORATIVE
Special District·MINNETONKA
MOUND HOUSING AND REDEVELOPMENT AUTHORITY
Special District·MOUND
ORONO HEALTH COMM/HEALTHY YOUTH COLLAB
Special District·LONG LAKE
PARTNERS FOR HEALTHY KIDS
Special District·PLYMOUTH
PLYMOUTH HOUSING & REDEVELOPMENT AUTHORITY
Special District·MINNEAPOLIS
RICHFIELD HUMAN RIGHTS COMMISSION
Special District·RICHFIELD
ROBBINSDALE AREA REDESIGN
Special District·GOLDEN VALLEY
ROBBINSDALE HOUSING REDEVELOPMENT AUTHORITY
Special District·ROBBINSDALE
SOUTH METRO PUBLIC SAFETY TRAINING ASSOC
Special District·EDINA
SOUTHWEST METRO TRANSIT COMMISSION
Special District·EDEN PRAIRIE
ST LOUIS PARK HOUSING AND REDEVELOPMENT AUTHORITY
Special District·ST LOUIS PARK
SUBURBAN RATE AUTHORITY
Special District·MINNEAPOLIS
WAYZATA HOUSING AND REDEVELOPMENT AUTHORITY
Special District·WAYZATA
WESTONKA HEALTHY COMMUNITY SERVICES COLLABORATIVE
Special District·MINNETRISTA
COUNTY OF HENNEPIN INDEPENDENT SCHOOL DISTRICT 279
School District·MAPLE GROVE
EXCELL ACADEMY FOR HIGHER LEARNING, INC
School District·BROOKLYN PARK
INDEPENDENT SCHOOL DISTRICT 277
School District·MOUND
INDEPENDENT SCHOOL DISTRICT NO. 278 COUNTY OF HENNEPIN
School District·LONG LAKE
SUCCESS ACADEMY
School District·BLOOMINGTON
0090 HUTCHINSON CHAPTER
Nonprofit Organization·Bloomington
10000 LAKES MULTIPLE SCLEROSIS EDUCATION FOUNDATION
Nonprofit Organization·Robbinsdale
187 ALUMNI ASSOCIATION INC
Nonprofit Organization·Richfield
1ST HOME NETWORK
Nonprofit Organization·Plymouth
29 11 INTERNATIONAL EXCHANGE
Nonprofit Organization·Plymouth
2 EASTERN POMONA
Nonprofit Organization·Loretto
40 ORCHARDS
Nonprofit Organization·RICHFIELD
420 ARCHIVE
Nonprofit Organization·Richfield
44 MINNEAPOLIS B P O E
Nonprofit Organization·BROOKLYN PARK
4 Access Partners
Nonprofit Organization·Edina
4 COMMUNITY THEATRE
Nonprofit Organization·MAPLE PLAIN
4 CORNERSTONES FOUNDATION
Nonprofit Organization·EDINA
4 SOCKS & KICKS
Nonprofit Organization·Brooklyn Center
507 SPORTS FOUNDATION
Nonprofit Organization·EDINA
50 ST PAUL COUNCIL
Nonprofit Organization·St Louis Park
50TH & FRANCE BUSINESS & PROFESSIONAL
Nonprofit Organization·EDINA
5M LIONS TRADING PIN CLUB
Nonprofit Organization·Richfield
846SORG
Nonprofit Organization·BLOOMINGTON
ABBEY'S HOPE CHARITABLE FOUNDATION
Nonprofit Organization·EDINA
ABC MONTESSORI SCHOOL INC
Nonprofit Organization·BLOOMINGTON
ABDIO TALIANI FOUNDATION
Nonprofit Organization·BROOKLYN CENTER
A BETTER PLACE INC
Nonprofit Organization·EDINA
ABOLITIONIST VEGAN SOCIETY INC
Nonprofit Organization·St Louis Park
A BREATH OF HOPE LUNG FOUNDATION
Nonprofit Organization·Wayzata
ACADEMY LIBRARY INC
Nonprofit Organization·brooklyn Center
ACCESSIBLE ARCHITECTURE INC
Nonprofit Organization·Edina
ACCOUNTING AND AUDITING STUDENT
Nonprofit Organization·MAPLE GROVE
ACCREDITATION COMMISSION FOR
Nonprofit Organization·EXCELSIOR
ACHIEVING CURES TOGETHER
Nonprofit Organization·ST LOUIS PARK
ACROGYMNASTIC SPORTS EDUCATION ASSOC
Nonprofit Organization·Bloomington
Action for East African People
Nonprofit Organization·Bloomington
Action Man Ministries
Nonprofit Organization·Maple Grove
ACTIVE LIFE AND RUNNING CLUB
Nonprofit Organization·PLymouth
ACTS OF RANDOM KINDNESS
Nonprofit Organization·MINNETRISTA
ACT V Rescue & Rehabilitation
Nonprofit Organization·Bloomington
ADAM CARTER FOUNDATION
Nonprofit Organization·Bloomington
ADATH YESHURUN CEMETERY ASSOCIATION
Nonprofit Organization·EDINA
ADOPTED SMILES INC
Nonprofit Organization·Brooklyn Park
ADOPTION MIRACLE INTERNATIONAL INC
Nonprofit Organization·Shorewood
ADORED INTERNATIONAL MINISTRIES
Nonprofit Organization·Loretto
ADVENT CARE FOUNDATION INC
Nonprofit Organization·Brooklyn Park
ADVENTURE IS BARKING ASSISTANCE CANINES
Nonprofit Organization·Mound
ADVOCATES FOR INTENTIONAL LIVING
Nonprofit Organization·Bloomington
ADVOCATES FOR MARKETPLACE OPTIONS FOR MAINSTREET
Nonprofit Organization·Plymouth
AFAR YOUTH ASSOCIATION
Nonprofit Organization·Brooklyn Park
AFFORDABLE SUBURBAN APARTMENT
Nonprofit Organization·BLOOMINGTON
AFREIG INC
Nonprofit Organization·Maple Grove
AFRICAN AMERICAN INTERPRETIVE CENTER OF MINNESOTA
Nonprofit Organization·Maple Grove
AFRICAN AMERICANS UNITE
Nonprofit Organization·New Hope
African American Survivor Serv
Nonprofit Organization·Bloomington