BRADY MARTZ WEALTH SOLUTIONS, LLC
SEC RegisteredWe make life easier for our clients, with a friendly approach to financial and business advisory services.
About the firm
Brady Martz, with roots dating back to 1927 and formally established in 1981, is one of the Top 100 Firms in the nation according to Accounting Today. The firm operates nine offices throughout North Dakota, Minnesota, South Dakota, and Texas, providing accounting, tax, advisory, and wealth services with a personalized approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Core services including assurance, tax compliance, and strategic business solutions; advisory services including business guidance, litigation and forensic services, specialty tax, transaction, and transformation services; wealth services including Brady Martz Wealth, Brady Martz Insurance, valuation, and wealth transfer and preservation.
Who they serve
Clients across industries including agribusiness, communication and electric utilities, construction and development, dealerships, financial institutions, government, nonprofit, oil and gas, and private clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 305 | $98M |
| High Net Worth Individuals | 134 | $692M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $2.9M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of November 21, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRADY MARTZ WEALTH SOLUTIONS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.