Tradition Wealth Management Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.5B
- Clients
- 2,244
- Avg AUM / client
- $1.2M
- Accounts
- 5,771
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,576 | $383M | 14.7% |
| High net worth individuals | 579 | $1.8B | 70.7% |
| Pension and profit sharing plans | 69 | $353M | 13.6% |
| Charitable organizations | Fewer than 5 clients | $151K | 0.01% |
| Corporations and other businesses | 20 | $25.4M | 0.98% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 Faegre Drinker Biddle & Reath Llp | 2024 | |
| Inside Edge Commercial Interior Services 401(k) Profit Sharing Plan Inside Edge Commercial Interior Services, Llc | 2024 | |
| Travelnet Solutions, Llc 401(k) Profit Sharing Plan Travelnet Solutions, Llc | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chadwick James Schumacher | Director | Feb 2003 (24y) | 25% – 50% | |
| John Leslie Hause | Member | Nov 2004 (22y) | 10% – 25% | |
| Bradley Allan Johnson | Member | Jun 2006 (20y) | 10% – 25% | |
| Timothy Charles Gunderson | Member | CFP | Jun 2006 (20y) | 10% – 25% |
| Mark Sterling Walsingham | Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Christine Marie Sorensen | Registered representative | Jan 2014 (13y) | ||
| David Christian Anderson | Registered representative | Jan 2014 (13y) | ||
| Gregory Allen Trebil | Registered representative | CFP | Aug 2017 (9y) | |
| Jacob Thomas Taylor | Registered representative | Nov 2017 (9y) | ||
| Eric Jon Peyton | Registered representative | Feb 2018 (8y) | ||
| Christopher Leivermann | Registered representative | Jul 2019 (7y) | ||
| Cory Carlson | Registered representative | Nov 2019 (7y) | ||
| Jack Sowada | Registered representative | Mar 2020 (6y) | ||
| Ryan T Haag | Registered representative | CFP Chartered Financial Consultant | Feb 2021 (6y) | |
| Carter Matthew Springer | Registered representative | CFP | Oct 2021 (5y) | |
| Benjamin M Johnson | Registered representative | Mar 2023 (3y) | ||
| Jon Michelizzi | Registered representative | CFP | Apr 2023 (3y) | |
| Julie Ann Grey | Registered representative | CFA | Aug 2023 (3y) | |
| William Bradley Johnson | Registered representative | Jun 2024 (2y) | ||
| Tucker Rj Schumacher | Registered representative | Nov 2024 (2y) | ||
| Joseph John Hankinson | Registered representative | Dec 2025 (1y) | ||
| Maxwel Daniel Fagan | Registered representative | Jan 2026 (1y) | ||
| Joseph Michelizzi | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 | Faegre Drinker Biddle & Reath Llp | 1,274 | $773M | 01/01/2024 |
| Inside Edge Commercial Interior Services 401(k) Profit Sharing Plan | Inside Edge Commercial Interior Services, Llc | 173 | $13.3M | 01/01/2024 |
| Travelnet Solutions, Llc 401(k) Profit Sharing Plan | Travelnet Solutions, Llc | 137 | $3.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $678M (26% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗