CRD: 128314
Tradition Wealth Management LLC
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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-30-2004
- Office Locations
- 3
Office Locations
About Tradition Wealth Management LLC
Tradition Wealth Management LLC is an Edina, MN–based RIA serving retail and institutional clients, including business owners, entrepreneurs, and athletes. The firm provides financial and wealth planning, tax and estate planning, retirement and insurance advice, and discretionary portfolio management. Portfolios use mutual funds and ETFs alongside fixed income and select alternatives/real estate strategies, with custody commonly at Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CHADWICK JAMES SCHUMACHER
DIRECTOR
- CRD
- #2386491
- Ownership
- 25% but less than 50%
TIMOTHY CHARLES GUNDERSON
Investment Advisor, Partner
- CRD
- #4358442
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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DAVID CHRISTIAN ANDERSON
Investment Advisor
- CRD
- #2693817
Cory Carlson
Investment Advisor
- CRD
- #6653655
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,548,810,900 | $442,809 |
| Non-Discretionary | $54,344,896 | $3,622,993 |
| Total | $2,603,155,796 | $451,075 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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