# TRADITION WEALTH MANAGEMENT LLC

TRADITION WEALTH MANAGEMENT LLC of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 128314
- Type: SEC-registered investment adviser
- SEC file number: 801-62666
- Location: 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435
- Phone: 952-563-6500
- Latest filing: 2026-06-12
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.5B
- Non-discretionary AUM: $54.3M
- Clients: 32
- Accounts: 5,771

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Chadwick James Schumacher | DIRECTOR | — |
| Timothy Charles Gunderson | MEMBER | — |
| John Leslie Hause | MEMBER | — |
| Bradley Allan Johnson | MEMBER | — |
| Mark Sterling Walsingham | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON BROCK ALLAN | MEMBER | — |
| SCHUMACHER CHADWICK JAMES | DIRECTOR; DIRECTOR/CCO; DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| GREENAGEL JOHN THOMAS | DIRECTOR | — |
| REVAK CHRISTOPHER ROBIN | MEMBER | — |
| ENEBAK THOMAS JACOB | MEMBER; TRUSTEE | — |
| HENDRIKSON ERIK GEORGE | MEMBER; TRUSTEE | — |
| HENDRIKSON LEAH DIANE | TRUSTEE | — |
| ERPELDING JEFFREY THOMAS | MEMBER | — |
| GUNDERSON TIMOTHY CHARLES | MEMBER | — |
| HAUSE JOHN LESLIE | MEMBER | — |
| SORENSEN CHRISTINE MARIE | MEMBER | — |
| HENDRIKSON ERIK G | MEMBER | — |
| Walsingham Mark Sterling | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128314/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128314/similar
- Related entities: https://search.stillhousedata.com/firm/128314/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128314

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.