Wealth Manager
    SEC Registered
    Manages Private Funds

    Brady Martz Wealth Solutions, LLC

    Registered investment advisor · Grand Forks, North Dakota · CRD #331043

    Assets Under Management
    $795M
    Client Accounts
    1,046
    Employees
    11
    CRD Number
    331043
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Brady Martz Wealth Solutions, LLC

    Brady Martz Wealth Solutions, LLC is a US-based investment advisory firm offering wealth management, financial planning, and consulting services. It is registered with the US Securities and Exchange Commission. The firm provides tailored investment advisory services to individuals and businesses.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Brady Martz Wealth Solutions, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Brady Martz Wealth Solutions, LLC's AUM?

    Brady Martz Wealth Solutions, LLC reports approximately $795M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Brady Martz Wealth Solutions, LLC headquartered?

    Brady Martz Wealth Solutions, LLC is headquartered in Grand Forks, North Dakota.

    What is Brady Martz Wealth Solutions, LLC's CRD number?

    Brady Martz Wealth Solutions, LLC's CRD number is 331043. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Brady Martz Wealth Solutions, LLC manage?

    Brady Martz Wealth Solutions, LLC manages approximately 1,046 client accounts according to its latest SEC filing.

    Is Brady Martz Wealth Solutions, LLC SEC registered?

    Yes, Brady Martz Wealth Solutions, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in North Dakota

    Viking Fund Management LLC
    Minot, ND · $1.1B AUM
    Prairiewood Wealth Management
    Fargo, ND · $365M AUM
    Johnson Wealth Management, LLC
    Grand Forks, ND · $323M AUM
    Wealth Forward, LLC
    Fargo, ND · $228M AUM
    Financial Strategies Group
    Fargo, ND · $189M AUM
    Fjell Capital
    Fargo, ND · $187M AUM
    See all top RIA firms in North Dakota →

    Research firms like Brady Martz Wealth Solutions, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial