Data / Investment advisers / North Dakota / Brady Martz Wealth Solutions, LLC
Brady Martz Wealth Solutions, LLC, Grand Forks, ND: $795 million AUM, SEC registered investment adviser
Brady Martz Wealth Solutions, LLC is an SEC registered investment adviser with its main office in Grand Forks, North Dakota and reports $795 million in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 331043
- SEC file number
- 801-130560
- SEC status
- Approved, effective June 27, 2024
- Main office
- 401 Demers Ave Ste 300, Grand Forks, ND 58201
- Phone
- (701) 223-1717
- Website
- bradymartz.com
- Regulatory AUM
- $795,298,629 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $795,298,629
- Accounts
- 1,046
- Employees
- 11, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 11
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $692.4 million |
| Individuals (other than high net worth individuals) | 305 | $97.8 million |
| Pension and profit sharing plans | 9 | $2.9 million |
| Corporations or other businesses | Fewer than 5 | $2.1 million |
Other advisers in North Dakota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Viking Fund Management LLC | Minot | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Prairiewood Wealth Management | Fargo | $365.4 million | Not listed | adviserinfo.sec.gov |
| Johnson Wealth Management, LLC | Grand Forks | $323.4 million | Not listed | adviserinfo.sec.gov |
| Wealth Forward, LLC | Fargo | $228.1 million | Not listed | adviserinfo.sec.gov |
| Financial Strategies Group | Fargo | $189.1 million | Not listed | adviserinfo.sec.gov |
| Fjell Capital | Fargo | $187 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in North Dakota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Brady Martz Wealth Solutions, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.