CRD: 331043
Brady Martz Wealth Solutions, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2024
- Office Locations
- 6
Office Locations
About Brady Martz Wealth Solutions, LLC
Brady Martz Wealth Solutions, LLC is an SEC-registered investment adviser providing comprehensive wealth management for individuals, families, and business owners, including investment planning and portfolio management, retirement and business succession planning, risk management, and tax-efficient wealth strategies. As part of the broader Brady Martz advisory platform, it can coordinate with tax and business advisory resources; commonly custodies at Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Stacy Marie DuToit
Associate, President
- CRD
- #6905264
- Ownership
- Less than 5%
AMY JO HAAGENSON
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JONATHAN ANDREW BEEHLER
Portfolio Manager
- CRD
- #6059904
Stephanie Lynn Bussan
Financial Planner
- CRD
- #6717810
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $795,298,629 | $760,324 |
| Non-Discretionary | $0 | -- |
| Total | $795,298,629 | $760,324 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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