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HIGHMARK WEALTH MANAGEMENT LLC
CRD 164790 · SEC 801-76896
944 INWOOD AVE N, ST. PAUL, MN, 55128, United States
Phone
651-829-3300
Fax
651-829-3301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$611.7M
Discretionary AUM
$611.7M
Team
5 total employees; 4 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $60.1M |
| High net worth individuals | 171 | $551.5M |
States served
AZ, CA, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD