Brady Martz Wealth Solutions, Llc
- Regulatory AUM
- $795M
- Discretionary
- $795M
- Clients
- 448
- Avg AUM / client
- $1.8M
- Accounts
- 1,046
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 305 | $97.8M | 12.3% |
| High net worth individuals | 134 | $692M | 87.1% |
| Pension and profit sharing plans | 9 | $2.9M | 0.36% |
| Corporations and other businesses | 0 | $2.1M | 0.27% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Haagenson, Amy, Jo | Secretary / Treasurer | May 2024 (2y) | Less than 5% | |
| Opp, Joshua, Ronald | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Du Toit, Stacy, Marie | President | Oct 2024 (2y) | Less than 5% | |
| Stephanie Lynn Bussan | Registered representative | CFP | Jul 2024 (2y) | |
| Jason John Ernst | Registered representative | Jul 2024 (2y) | ||
| Jonathan Andrew Beehler | Registered representative | Jul 2024 (2y) | ||
| Monica Lynn Murphy | Registered representative | Jul 2024 (2y) | ||
| Zachary William Motl | Registered representative | CFP Chartered Financial Consultant | May 2025 (1y) | |
| Ted Andrew Ferik | Registered representative | CFA | Jul 2025 (1y) | |
| Cole James Mark O'connell | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brady Martz, Llc | Owner | May 2024 | A | 75% or more |
| Brady, Martz & Associates, P.C. | Elected Manager | May 2024 | B | GP / trustee / elected manager of Brady Martz, Llc (indirect) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1020 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $793M (100% of AUM) Jun 2026
- Fidelity Brokerage Services $2.5M (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 16, 2026.
View current Form ADV (SEC/IAPD) ↗