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TRADITION WEALTH MANAGEMENT, LLC

EIN 42-1577774-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.3M assets
Welfare
0
Participants
17
7601 FRANCE AVENUE SOUTH, SUITE 100 - EDINA, MN 55435952-563-6506traditionwealthmanagement.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$6.3M - 17 part

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Retirement#001

TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$6.3M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN401k$6.3M172025
Retirement plans
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