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BRADY MARTZ WEALTH SOLUTIONS, LLC
CRD 331043File 801-130560
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$795.3M
Above cohort median (national)
Discretionary AUM
$795.3M
Clients
448
1,046 accounts
Employees
11
Top 25% of cohort in ND
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 27, 2024
- Principal office
- 401 DEMERS AVE, STE 300, GRAND FORKS, ND, 58201
- Phone
- 701-223-1717
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $795.3M
- Discretionary AUM
- $795.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,046
- Non-discretionary accounts
- 0
- Total accounts
- 1,046
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.1M |
| High net worth individuals | 134 | $692.4M |
| Pension and profit sharing plans | 9 | $2.9M |
| Individuals (other than high net worth individuals) | 305 | $97.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 11 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 203 | 448 | increased by245 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $599,419,819 | $795,298,629 | increased by$195,878,810 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 485 | 1,046 | increased by561 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRADY MARTZ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRADY MARTZ” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.