HIGHMARK WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SAINT PAUL, Minnesota
- CRD number
- 164790
- Registered since
- July 25, 2012
- Website
- www.highmarkwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI90.17%
- Individuals9.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Highmark Wealth Management LLC is an independently owned registered investment adviser organized as an LLC and SEC-registered since 2012. The firm serves individual and family clients and describes itself as a capital allocator that selects outside managers in addition to providing in‑house portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and other billing structures. Highmark also self-identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
1 of 1TODD ARENS
President, Chief Financial OfficerCRD 2414006
Contacts
3 of 3JEROD GUSTAFSON
Managing Director, InvestmentsCRD 2765649
Daniel Sullivan
Wealth StrategistCRD 6619911
PATRICK SULLIVAN
Partner, Wealth StrategistCRD 5786229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$161M in ETFs
100%
$161M
<1%
$323K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $76.2M | 116,955 | 47.17% |
Location
SAINT PAUL, MN
WASHINGTON
Location
SAINT PAUL, MN
Headquartered in SAINT PAUL, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- WASHINGTON
- Address
- 944 Inwood Ave N
- Time zone
- CT (UTC-6)
- Office locations
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