CRD: 128135
Traditions Wealth Advisors, Llc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2004
- Office Locations
- 1
Office Locations
About Traditions Wealth Advisors, Llc.
Traditions Wealth Advisors is an independent, fee-only RIA in College Station, TX providing holistic financial planning and wealth management for high net worth individuals and businesses. The team specializes in retirement, estate, and investment and business planning, backed by 70+ years of combined experience. Notably, it is 100% Aggie owned and operated in Bryan/College Station.
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Owner & Executives
BRIEN LOUIS SMITH
Chief Compliance Officer, CONSULTANT, Owner, Wealth Advisor
- CRD
- #1906664
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NOEL CAMERON WOOLVERTON III
Wealth Manager
- CRD
- #1535833
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,780,510 | -- |
| Non-Discretionary | $70,032,490 | -- |
| Total | $94,813,000 | -- |
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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 |
| Other | Available | Available |
| Total | Available | Available |
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