TRADITION WEALTH MANAGEMENT LLC
CRD #128314 SEC #801-62666 EDINA, MN 952-563-6500
SEC Registered
Total AUM
$2B
Discretionary
$1.9B
Employees
28
Clients
--
Accounts
5,271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $1.9B | $25.2M | 28 | 142 |
| Mar 2024 | $1.5B | $1.5B | $9.8M | 27 | 123 |
| Mar 2023 | $1.1B | $1.1B | $13.6M | 26 | 99 |
| Mar 2022 | $1.1B | $1.1B | $8M | 23 | 97 |
| Mar 2021 | $848.4M | $810.1M | $38.3M | 20 | 20 |
| May 2020 | $712.4M | $699.5M | $12.9M | 20 | 31 |
| Apr 2020 | $712.4M | $699.5M | $12.9M | 20 | 31 |
| Jun 2019 | $539.4M | $521.8M | $17.5M | 20 | 30 |
| Mar 2019 | $539.4M | $521.8M | $17.5M | 20 | 30 |
| Jan 2019 | $465.8M | $446.3M | $19.4M | 14 | 41 |
| Sep 2018 | $465.8M | $446.3M | $19.4M | 14 | 41 |
| Sep 2018 | $465.8M | $446.3M | $19.4M | 14 | 41 |
| Mar 2018 | $465.8M | $446.3M | $19.4M | 14 | 41 |
| Jun 2017 | $390M | $388.5M | $1.6M | 9 | 900 |
| May 2017 | $390M | $388.5M | $1.6M | 9 | 900 |
| Mar 2017 | $390M | $388.5M | $1.6M | 9 | 900 |
| Jan 2017 | $326.9M | $325.4M | $1.5M | 12 | 1,000 |
| Jun 2016 | $326.9M | $325.4M | $1.5M | 12 | 1,000 |
| Feb 2016 | $326.9M | $325.4M | $1.5M | 9 | 1,000 |
| Feb 2016 | $326.9M | $325.4M | $1.5M | 9 | 1,000 |
| Aug 2015 | $341.6M | $340M | $1.6M | 10 | 800 |
| Mar 2015 | $341.6M | $340M | $1.6M | 10 | 800 |
| Mar 2014 | $281.5M | $280.3M | $1.2M | 10 | 600 |
| Feb 2014 | $281.5M | $280.3M | $1.2M | 10 | 600 |
| Mar 2013 | $196M | $195M | $1M | 8 | 600 |
| Feb 2012 | $171M | $170M | $1M | 11 | 600 |
| Nov 2011 | $133.5M | $133M | $500K | 11 | 251 |
| Jul 2011 | $133.5M | $133M | $500K | -- | -- |
| Jun 2011 | $133.5M | $133M | $500K | -- | -- |
| Apr 2011 | $133.5M | $133M | $500K | -- | -- |
| Feb 2011 | $133.5M | $133M | $500K | -- | -- |
| Jan 2011 | $128.8M | $127.8M | $1.1M | -- | -- |
| Jan 2011 | $128.8M | $127.8M | $1.1M | -- | -- |
| Nov 2010 | $128.8M | $127.8M | $1.1M | -- | -- |
| Mar 2009 | $105.9M | $104.7M | $1.2M | -- | -- |
| Oct 2007 | $105.7M | $105M | $686.3K | -- | -- |
| May 2007 | $105.7M | $105M | $686.3K | -- | -- |
| May 2007 | $105.7M | $105M | $686.3K | -- | -- |
| Feb 2007 | $105.7M | $105M | $686.3K | -- | -- |
| Mar 2006 | $67.1M | $67.1M | $41.1K | -- | -- |
| Feb 2006 | $67.1M | $67.1M | $41.1K | 10 | -- |
| Feb 2005 | $45.7M | $45M | $700K | 10 | -- |
| Jun 2004 | $25.3M | $25.3M | $0 | 10 | -- |
| Apr 2004 | $0 | $0 | $0 | 10 | -- |
| Jan 2004 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$25.2M
Employees28
Clients142
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.8M
Employees27
Clients123
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.6M
Employees26
Clients99
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8M
Employees23
Clients97
DateMar 2021
Total AUM$848.4M
Discretionary$810.1M
Non-Disc.$38.3M
Employees20
Clients20
DateMay 2020
Total AUM$712.4M
Discretionary$699.5M
Non-Disc.$12.9M
Employees20
Clients31
DateApr 2020
Total AUM$712.4M
Discretionary$699.5M
Non-Disc.$12.9M
Employees20
Clients31
DateJun 2019
Total AUM$539.4M
Discretionary$521.8M
Non-Disc.$17.5M
Employees20
Clients30
DateMar 2019
Total AUM$539.4M
Discretionary$521.8M
Non-Disc.$17.5M
Employees20
Clients30
DateJan 2019
Total AUM$465.8M
Discretionary$446.3M
Non-Disc.$19.4M
Employees14
Clients41
DateSep 2018
Total AUM$465.8M
Discretionary$446.3M
Non-Disc.$19.4M
Employees14
Clients41
DateSep 2018
Total AUM$465.8M
Discretionary$446.3M
Non-Disc.$19.4M
Employees14
Clients41
DateMar 2018
Total AUM$465.8M
Discretionary$446.3M
Non-Disc.$19.4M
Employees14
Clients41
DateJun 2017
Total AUM$390M
Discretionary$388.5M
Non-Disc.$1.6M
Employees9
Clients900
DateMay 2017
Total AUM$390M
Discretionary$388.5M
Non-Disc.$1.6M
Employees9
Clients900
DateMar 2017
Total AUM$390M
Discretionary$388.5M
Non-Disc.$1.6M
Employees9
Clients900
DateJan 2017
Total AUM$326.9M
Discretionary$325.4M
Non-Disc.$1.5M
Employees12
Clients1,000
DateJun 2016
Total AUM$326.9M
Discretionary$325.4M
Non-Disc.$1.5M
Employees12
Clients1,000
DateFeb 2016
Total AUM$326.9M
Discretionary$325.4M
Non-Disc.$1.5M
Employees9
Clients1,000
DateFeb 2016
Total AUM$326.9M
Discretionary$325.4M
Non-Disc.$1.5M
Employees9
Clients1,000
DateAug 2015
Total AUM$341.6M
Discretionary$340M
Non-Disc.$1.6M
Employees10
Clients800
DateMar 2015
Total AUM$341.6M
Discretionary$340M
Non-Disc.$1.6M
Employees10
Clients800
DateMar 2014
Total AUM$281.5M
Discretionary$280.3M
Non-Disc.$1.2M
Employees10
Clients600
DateFeb 2014
Total AUM$281.5M
Discretionary$280.3M
Non-Disc.$1.2M
Employees10
Clients600
DateMar 2013
Total AUM$196M
Discretionary$195M
Non-Disc.$1M
Employees8
Clients600
DateFeb 2012
Total AUM$171M
Discretionary$170M
Non-Disc.$1M
Employees11
Clients600
DateNov 2011
Total AUM$133.5M
Discretionary$133M
Non-Disc.$500K
Employees11
Clients251
DateJul 2011
Total AUM$133.5M
Discretionary$133M
Non-Disc.$500K
Employees--
Clients--
DateJun 2011
Total AUM$133.5M
Discretionary$133M
Non-Disc.$500K
Employees--
Clients--
DateApr 2011
Total AUM$133.5M
Discretionary$133M
Non-Disc.$500K
Employees--
Clients--
DateFeb 2011
Total AUM$133.5M
Discretionary$133M
Non-Disc.$500K
Employees--
Clients--
DateJan 2011
Total AUM$128.8M
Discretionary$127.8M
Non-Disc.$1.1M
Employees--
Clients--
DateJan 2011
Total AUM$128.8M
Discretionary$127.8M
Non-Disc.$1.1M
Employees--
Clients--
DateNov 2010
Total AUM$128.8M
Discretionary$127.8M
Non-Disc.$1.1M
Employees--
Clients--
DateMar 2009
Total AUM$105.9M
Discretionary$104.7M
Non-Disc.$1.2M
Employees--
Clients--
DateOct 2007
Total AUM$105.7M
Discretionary$105M
Non-Disc.$686.3K
Employees--
Clients--
DateMay 2007
Total AUM$105.7M
Discretionary$105M
Non-Disc.$686.3K
Employees--
Clients--
DateMay 2007
Total AUM$105.7M
Discretionary$105M
Non-Disc.$686.3K
Employees--
Clients--
DateFeb 2007
Total AUM$105.7M
Discretionary$105M
Non-Disc.$686.3K
Employees--
Clients--
DateMar 2006
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$41.1K
Employees--
Clients--
DateFeb 2006
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$41.1K
Employees10
Clients--
DateFeb 2005
Total AUM$45.7M
Discretionary$45M
Non-Disc.$700K
Employees10
Clients--
DateJun 2004
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--