Brady Martz Wealth Solutions, LLC
● SEC registered since 2024CRD 331043SEC# 801-130560Grand Forks, ND
Reg. AUM
$795.3M
Employees
11
Accounts
1,046
Location
Grand Forks, ND
Brady Martz Wealth Solutions, LLC assets under management
Brady Martz Wealth Solutions, LLC is a registered investment adviser overseen by the SEC based in Grand Forks, ND. The firm has been registered since 2024. It reports $795.3 million in regulatory assets under management and employs 11 people.
Brady Martz Wealth Solutions, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Jo Haagenson | Secretary / Treasurer | Under 5% | 2024 |
| Brady Martz, PLLC Control | Owner | Over 75% | 2024 |
| Joshua Ronald Opp Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Brady Martz Wealth Solutions, LLC manage?
Brady Martz Wealth Solutions, LLC reports $795.3 million in regulatory assets under management on its Form ADV.
How many employees does Brady Martz Wealth Solutions, LLC have?
Brady Martz Wealth Solutions, LLC reports 11 employees.
Where is Brady Martz Wealth Solutions, LLC located?
Brady Martz Wealth Solutions, LLC is based in Grand Forks, ND and has been SEC-registered since 2024.
Does Brady Martz Wealth Solutions, LLC disclose fund performance?
Brady Martz Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 401 Demers Ave, Ste 300, Grand Forks, ND 58201 |
| Phone | 701-223-1717 |
| Fax | 701-795-7498 |
| Office hours | 8:00-5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$795.3M▲ 33%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$795.3Mregulatory AUM
Discretionary $795.3M