Logan Park Wealth Management
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 299007
- Registered since
- July 26, 2019
- Website
- lpwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.25%
- Individuals34.21%
- Charitable Organizations2.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Logan Park Wealth Management is an independent, individually owned registered investment adviser formed as an LLC and operating under SEC registration since 2019. The firm focuses on serving individual and family clients, offering a mix of financial planning and portfolio management tailored to individuals and small businesses, along with pension consulting services. Its fee model combines a percentage-of-AUM schedule with the option for fixed fees. The adviser does not identify as an active ESG investor and is not organized as a multi-state or related adviser. It is not structured as a capital allocator; instead, the firm appears to build client portfolios using externally managed funds and public-market instruments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Cole Hystead
Financial AdvisorCRD 5750427
David Benning
Private Wealth Advisor Managing PartnerCRD 4451037
Jeffery Sutton
Private Wealth Advisor Managing PartnerCRD 4837117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$470M in ETFs
93%
$436M
7%
$34.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $87.2M | 682,435 | 18.56% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 121 S 8th St
- Time zone
- CT (UTC-6)
- Office locations
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