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Highmark Wealth Management LLC

● SEC registered since 2012CRD 164790SEC# 801-76896St. Paul, MN
Export (members)
Reg. AUM
$522.8M
Employees
6
Accounts
1,560
Location
St. Paul, MN

Highmark Wealth Management LLC assets under management

Highmark Wealth Management LLC operates as an SEC-registered investment adviser based in St. Paul, MN. The firm has been registered since 2012. It reports $522.8 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/highmark-wealth-managementView on SEC.gov ↗

Highmark Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Patrick J. SullivanWealth Strategist And Partner10-25%2016
Todd Edward Arens ControlManaging Member And Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Highmark Wealth Management LLC manage?

Highmark Wealth Management LLC reports $522.8 million in regulatory assets under management on its Form ADV.

How many employees does Highmark Wealth Management LLC have?

Highmark Wealth Management LLC reports 6 employees.

Where is Highmark Wealth Management LLC located?

Highmark Wealth Management LLC is based in St. Paul, MN and has been SEC-registered since 2012.

Does Highmark Wealth Management LLC disclose fund performance?

Highmark Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 East 7th Street, Suite 3535, St. Paul, MN 55101
Phone651-829-3300
Fax651-829-3301
Office hours8:30a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK1802451
Discloses disciplinary historyNo

Assets under management

Discretionary$522.8M
Non-discretionary$0
Total (RAUM)$522.8M