CRD: 331043
Brady Martz Wealth Solutions, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $795.3M between November 21, 2025 and June 16, 2026.
Across 3 reported observations, AUM increased 32.7% between October 25, 2024 and June 16, 2026, from $599.4M to $795.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 448 clients, or 56 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 6 reported office locations and 2 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Brady Martz Wealth Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 11 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
SMA allocation detail is available
Brady Martz Wealth Solutions, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brady Martz Wealth Solutions, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.