# Brady Martz Wealth Solutions, LLC

> Brady Martz Wealth Solutions, LLC is an SEC-registered investment advisory firm in Grand Forks, ND, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 331043
- Filed as: BRADY MARTZ WEALTH SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Forks, ND
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331043
- AdvisorCensus page: https://advisorcensus.com/firm/brady-martz-wealth-solutions-llc-grand-forks-nd-331043

## Quick answers

**How is Brady Martz Wealth Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brady Martz Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Brady Martz Wealth Solutions, LLC located?**
Brady Martz Wealth Solutions, LLC's principal office is in Grand Forks, ND, according to its Form ADV; the July 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is Brady Martz Wealth Solutions, LLC registered with the SEC or a state?**
Brady Martz Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331043.

**How much does Brady Martz Wealth Solutions, LLC manage?**
Brady Martz Wealth Solutions, LLC reports $795,298,629 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**How have Brady Martz Wealth Solutions, LLC's assets and staff changed since 2024?**
In the Form ADV data for Brady Martz Wealth Solutions, LLC: Regulatory assets under management: $599,419,819 in the October 2025 data and $795,298,629 in the October 2026 data, up 33%. Total employees: 5 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brady Martz Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (134); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Brady Martz Wealth Solutions, LLC use?**
Brady Martz Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Brady Martz Wealth Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331043

**What changed in Brady Martz Wealth Solutions, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $795,298,629
- Discretionary: $795,298,629
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 305 | $97,844,021 |
| High net worth individuals | 134 | $692,413,724 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $2,898,166 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,142,718 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CT, FL, IA, MN, MT, ND, NE, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Bismarck, ND
- Corinth, TX
- Dickinson, ND
- Fargo, ND
- Marion, SD
- Minot, ND
- Orange, CT
- Sioux Falls, SD
- Thief River Falls, MN

### Websites listed on Form ADV (Item 1.I)
- bradymartz.com/brady-martz-wealth-solutions-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 5 | July 15, 2024 |
| October 2025 | $599,419,819 | 5 | July 25, 2025 |
| October 2026 | $795,298,629 | 11 | June 16, 2026 |

Regulatory assets under management: $599,419,819 in the October 2025 data and $795,298,629 in the October 2026 data, up 33%.
Total employees: 5 in October 2024 and 11 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in NE.

### December 2025
- Regulatory assets under management went from $599,419,819 to $795,298,629 (+33%).
- Employees performing advisory functions went from 4 to 8.
- No longer lists an office in Crookston, MN.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brady Martz Wealth Solutions, LLC (CRD 331043): Form ADV filing data as of October 2026.