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 registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes through a mix of asset-based fees and fixed fees. The firm reports an equity-first investment preference, does not identify as an active ESG investor, and is owner-operated rather than part of a larger capital allocator or network.
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents4%
Contacts
3 of 4
David Benning
Private Wealth Advisor Managing PartnerCRD 4451037
Erik Jensen
Financial AdvisorCRD 6664152
Cole Hystead
Financial AdvisorCRD 5750427
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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