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BRADY MARTZ WEALTH SOLUTIONS, LLC

GRAND FORKS, ND · CRD 331043 · IAPD ↗ · bradymartz.com · 701-223-1717

$795.3MRegulatory AUM
8Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — BRADY MARTZ WEALTH SOLUTIONS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
December 2025 — BRADY MARTZ WEALTH SOLUTIONS, LLC reported RAUM up 33% ($599.4M -> $795.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
December 2025 — BRADY MARTZ WEALTH SOLUTIONS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
December 2025 — BRADY MARTZ WEALTH SOLUTIONS, LLC grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2025 — BRADY MARTZ WEALTH SOLUTIONS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — BRADY MARTZ WEALTH SOLUTIONS, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
February 2025 — BRADY MARTZ WEALTH SOLUTIONS, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
November 2024 — BRADY MARTZ WEALTH SOLUTIONS, LLC notice-filed in AZ, FL, MT, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
November 2024 — BRADY MARTZ WEALTH SOLUTIONS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
78
November 2024 — BRADY MARTZ WEALTH SOLUTIONS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
August 2024 — BRADY MARTZ WEALTH SOLUTIONS, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — BRADY MARTZ WEALTH SOLUTIONS, LLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
July 2024 — BRADY MARTZ WEALTH SOLUTIONS, LLC (GRAND FORKS, ND) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.