Tradition Wealth Management
Financial Services • 
Edina, Minnesota, United States • 21-50 Employees
Company overview
| Headquarters | 7601 France Avenue South Suite 100, Edina, Minnesota 55435, US |
| Phone number | +19525636500 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Wealth Management, Advisory Services, Financial Planning |
| Employees | 21-50 |
| Socials |
Key Contacts at Tradition Wealth Management
Chad Schumacher
Owner
Jake Taylor
Private Wealth Advisor, Director Of Sports Management
Greg Trebil
Director Of Financial Planning & Investments
Tradition Wealth Management Email Formats
Tradition Wealth Management uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@traditionwealthmanagement.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@traditionwealthmanagement.com | 63.6% |
{first name}.{last name} | john.doe@traditionwealthmanagement.com | 24.2% |
{first initial}{last name} | jdoe@traditionwealthmanagement.com | 9.1% |
{first name}{last name} | johndoe@traditionwealthmanagement.com | 3% |
About Tradition Wealth Management
Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Advisory products and services offered by Investment Advisory Representatives through Tradition Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Tradition Wealth Management and Private Client Services are unaffiliated entities.
Tradition Wealth Management revenue & valuation
| Annual revenue | $10,600,000 |
| Revenue per employee | $390,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Tradition Wealth Management has 19 employees across 3 departments.
Departments
Number of employees
Funding Data
Tradition Wealth Management has never raised funding before.
Tradition Wealth Management Tech Stack
Discover the technologies and tools that power Tradition Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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