Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. True to their Aggie roots, the wealth management team is guided by their strong values and loyalty to their clients by always putting their clients’ needs first.
| Website | http://www.traditionswealthadvisors.com |
| Revenue | $2 million |
| Employees | 16 (6 on RocketReach) |
| Founded | 2003 |
| Address | 2700 Earl Rudder Freeway S. Suite 2600, College Station, Texas 77845, US |
| Phone | +1 979-694-9100 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, John Hancock Investment Management +44 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Traditions Wealth Advisors Questions
The Traditions Wealth Advisors annual revenue was $2 million in 2026.
Brien Smith is the Founder and Owner of Traditions Wealth Advisors.
6 people are employed at Traditions Wealth Advisors.
Traditions Wealth Advisors is based in College Station, Texas.
The NAICS codes for Traditions Wealth Advisors are [523, 52393, 5239, 52].
The SIC codes for Traditions Wealth Advisors are [62, 628].
Top Traditions Wealth Advisors Employees
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Brien Smith
Founder and Owner at Traditions Wealth Advisors
College Station, TX, US35 -
Laurie P.
Director of Tax and Financial Planning at Traditions Wealth Advisors
College Station, TX, US1 -
Matalyn Trimble
Director of Client Services and Marketing at Traditions Wealth Advisors
College Station, TX, US -
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