Brady Martz Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Brady Martz Wealth Solutions reports 448 clients. They include 305 individual clients, 134 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 100.0% ($795M across 1,046 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 12% |
| High-net-worth individuals | 30% | 87% |
| Pension and profit-sharing plans | 2% | <1% |
| Corporations and other businesses | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 305 | $97.8M | 12.3% | $321K |
| High-net-worth individuals | 134 | $692M | 87.1% | $5.17M |
| Pension and profit-sharing plans | 9 | $2.9M | 0.4% | $322K |
| Corporations and other businesses | Fewer than 5 | $2.14M | 0.3% | — |
| Total | 448 | $795M | 100% | — |
- Clients
- 305
- Regulatory AUM
- $97.8M
- AUM share
- 12.3%
- Avg. per client
- $321K
- Clients
- 134
- Regulatory AUM
- $692M
- AUM share
- 87.1%
- Avg. per client
- $5.17M
- Clients
- 9
- Regulatory AUM
- $2.9M
- AUM share
- 0.4%
- Avg. per client
- $322K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.14M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 448
- Regulatory AUM
- $795M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Brady Martz Wealth Solutions is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at $200 to $300 an hour or as a fixed fee of up to $10,000, with a $2,000 minimum fee.
Brady Martz, PLLC owns 75% or more of Brady Martz Wealth Solutions. The leadership team of Brady Martz Wealth Solutions includes President Stacy DuToit and Chief Compliance Officer Joshua Opp. It has 11 employees, 8 of them in advisory roles.
Leadership
- Stacy DuToitPresident
- Joshua OppChief Compliance Officer
- Amy HaagensonSecretary / Treasurer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 8 in advisory functions
- 7 state-registered reps
- 4 insurance agents
- Owns 75% or more of Brady Martz Wealth Solutions, LLC
Brady Martz, PLLC
Control person · since May 2024
Brady Martz Wealth Solutions’ regulatory assets grew Infinity× from $0 (July 2024) to $795M (June 2026); employees rose from 5 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $795M | 448 | 11 | 12 |
| July 2025 | $599M | 203 | 5 | 13 |
| July 2024 | $0 | 0 | 5 | 11 |
Besides its headquarters, Brady Martz Wealth Solutions has 11 offices (1 private residence, listed without an address), with 11 listed addresses across 5 states.
North Dakota · 6 listed addresses
- 401 Demers Ave, Ste 300, Grand ForksHQ
- 24 West Central Avenue, Minot
- 115 N 2nd Street, Bismarck
- 2537 S University Drive, Fargo
- 207 East Broadway Avenue, Bismarck
- 2257 3rd Avenue West, Dickinson
South Dakota · 2 listed addresses
- 7001 S Lyncrest Place, Sioux Falls
- 300 N Broadway, Marion
Connecticut · 1 listed address
- 393 Clark Lane, Orange
Minnesota · 1 listed address
- 100 3rd Street East, Thief River Falls
Texas · 1 listed address
- 1400 N Corinth Street, Corinth
Contact and registration details
- Legal name
- Brady Martz Wealth Solutions, LLC
- Headquarters
- 401 Demers Ave, Ste 300, Grand Forks, ND 58201
- Website
- bradymartz.com
- Phone
- 701-223-1717
- SEC file
- 801-130560
- Founded
- 2024
- Structure
- North Dakota LLC
- Fiscal year end
- September
Brady Martz Wealth Solutions uses Charles Schwab ($793M, 100%) and Fidelity ($2.5M, 0%) as custodians for its separately managed accounts. Brady Martz Wealth Solutions does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $793M100%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.5M0%
At year end, Brady Martz Wealth Solutions’ separately managed accounts were mostly in funds (66%) and bonds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $662M across 228 positions; the largest are iShares TR (10.7%), Schwab Strategic TR (6.0%) and Schwab Strategic TR (3.5%).
What the accounts hold
- Stocks13%
- Funds66%
- Bonds17%
- State and local bonds15%
- U.S. government and agency bonds2%
- Cash3%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $662M
- Reported 13F value
- 228
- Positions
- 39.9%
- In the 10 largest
- +12.8%
- Value vs. prior quarter
- iShares TR · Core S&P Ttl Stk10.7%
- Schwab Strategic TR · US Lcap VA ETF6.0%
- Schwab Strategic TR · US Lcap GR ETF3.5%
- EA Series Trust · Brid Omn Sma ETF3.4%
- Vanguard Scottsdale Fds · Inter Term Treas3.1%
- American Centy ETF TR · Intl Smcp Vlu3.0%
- Schwab Strategic TR · US Dividend EQ3.0%
- Dimensional ETF Trust · Shor Dur Fix ETF2.5%
- Dimensional ETF Trust · US High Prof ETF2.4%
- Vanguard Index Fds · Total Stk Mkt2.4%
Together, the ten largest are 39.9% of reported value.
How many clients does Brady Martz Wealth Solutions have?
Brady Martz Wealth Solutions has 448 clients and manages $795 million for them, as of June 2026. They include 305 individual clients, 134 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Brady Martz Wealth Solutions offer?
Brady Martz Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Brady Martz Wealth Solutions use?
Brady Martz Wealth Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $793M and Fidelity Brokerage Services LLC (Smithfield, RI), with $2.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026
How many financial advisors does Brady Martz Wealth Solutions have?
Brady Martz Wealth Solutions has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brady Martz Wealth Solutions invest in?
At the end of its last fiscal year, Brady Martz Wealth Solutions’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 15% state and local bonds, 13% exchange-traded equities, 3% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brady Martz Wealth Solutions?
Brady Martz Wealth Solutions’ direct owner is Brady Martz, PLLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Brady Martz Wealth Solutions get paid?
Brady Martz Wealth Solutions is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Brady Martz Wealth Solutions?
Brady Martz Wealth Solutions’ main office is at 401 Demers Ave, Ste 300, Grand Forks, ND 58201. Its phone number is 701-223-1717. Its website is bradymartz.com.