TRADITIONS WEALTH ADVISORS, LLC.

TRADITIONS WEALTH ADVISORS, LLC. of COLLEGE STATION, TX is an SEC-registered investment adviser (CRD 128135). Regulatory assets under management: $94.8M.

Registration

• CRD: 128135
• Type: Registered investment adviser
• Location: 2700 EARL RUDDER FRWY S., COLLEGE STATION, TX, 77845-5037
• Phone: 979-694-9100
• Latest filing: 2026-03-30
• Regulatory AUM: $94.8M
• Discretionary AUM: $24.8M
• Non-discretionary AUM: $70.0M
• Clients: 11
• Accounts: 247

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search