Tradition Wealth Management, LLC

Minnesota
Registered In
02/14/2003
Incorp. Date

Company Summary

Tradition Wealth Management, LLC at 7061 France Ave # 100, Edina, Mn 55435 lists Chad Schumacher of Edina, MN as the associate.

Registered In
Minnesota
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company (Domestic)
Status
Active / in Good Standing
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John Hause Registered Agent
7601 FRANCE AVE S # 100, EDINA, MN 55435
Chad Schumacher Manager
7061 FRANCE AVE S # 100, EDINA, MN 55435
7061 FRANCE AVE # 100, EDINA, MN 55435 View Map

Financial Information for Tradition Wealth Management, LLC

Form 5500

TRADITION WEALTH MANAGEMENT, LLC

7601 France Avenue South, Suite 100, Edina, Mn 55435 (952) 563-6506 EIN:42-1577774 Plan Admin:Chadwick Schumacher
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$3,095,225 / $4,039,879 2023 TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 16 / 14 $3,095,225 / $4,039,879
2022 Plan NameTRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$3,207,784 / $3,095,225 2022 TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 14 / 15 $3,207,784 / $3,095,225
2021 Plan NameTRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,493,011 / $3,207,784 2021 TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 14 / 14 $2,493,011 / $3,207,784
2020 Plan NameTRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,766,947 / $2,493,011 2020 TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 13 / 13 $1,766,947 / $2,493,011
2019 Plan NameTRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,267,849 / $1,766,947 2019 TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 13 / 12 $1,267,849 / $1,766,947
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TRADITION WEALTH MANAGEMENT, LLC

7601 France Ave, Minneapolis, Mn 55435-5968
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$235,917 Forgiven$237,727 LenderTradition Capital Bank Jobs13 04/07/2020 $235,917 $237,727 Tradition Capital Bank 13
PPP Loans based on Paycheck Protection Program.
Address Match:7061 France Ave Edina, MN
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The following government agencies have contributed data:

Office of the Minnesota Secretary of State U.S. Department of Labor U.S. Small Business Administration
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