MINNEAPOLIS, MNCRD 299007Latest ADV February 6, 2026
Logan Park Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated February 6, 2026, reports $465M in regulatory assets under management, 6 employees, and 1,452 accounts.
Assets Under Management
$465M
Employees
6
Offices
--
Total Clients
408
Primary office
MINNEAPOLIS, MN
121 S. 8TH STREET, SUITE 1110, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
303
2
HNWI
25.7%
105
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$465Mas of February 6, 2026
Discretionary99.8%
$464M
100% of total RAUM99.8%
Non-discretionary0.2%
$743K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$465M
Total Accounts1,452
10Y AUM Change+$465M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee68:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.