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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brady Martz Wealth Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brady Martz Wealth Solutions invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brady Martz Wealth Solutions?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brady Martz Wealth Solutions get paid?","answer":"Brady Martz Wealth Solutions is paid through a percentage of assets under management. 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