MINNEAPOLIS, MNCRD 330050Latest ADV March 10, 2026
Parr Mcknight Wealth Management Group 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 March 10, 2026, reports $1.1B in regulatory assets under management, 14 employees, and 2,040 accounts.
Assets Under Management
$1.1B
Employees
14
Offices
--
Total Clients
613
Primary office
MINNEAPOLIS, MN
333 S 7TH STREET, SUITE 2370, 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 45.5% of total clients.
Top client categories% of clientsClients
1
Individuals
45.5%
279
2
HNWI
26.4%
162
3
Pension Plans
26.4%
162
4
Charitable
0.8%
5
5
Corporations
0.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 10, 2026
Discretionary87.6%
$936M
88% of total RAUM87.6%
Non-discretionary12.4%
$133M
12% of total RAUM12.4%
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$1.1B
Total Accounts2,040
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee44:1
10Y Employee Change+1 (+7.7%)
* 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.