SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Logan Park Wealth Management
Minneapolis, MN
LPWM LLC, CRD 299007
Firm filing updated September 2, 2026 ·
- $464.8MAssets
- 4Advisory staff
- 1,452Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals303
- High net worth individuals105
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 303 | $159.0 million |
| High net worth individuals | 105 | $294.0 million |
| Charitable organizations | Fewer than 5 clients | $11.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$464.8 million
- Accounts1,452
- Discretionary$464.1 million · 1,451 accounts
- Non-discretionary$743,031 · 1 accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: LPWM LLC SEC-registered investment advisor. CRD 299007, SEC file 801-114689.
- Registered with the SEC as an investment advisor (status date on record: July 26, 2019).
Is Logan Park Wealth Management a fiduciary?
Short answer: Logan Park Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.