Highmark Wealth Management LLC
● SEC registered since 2012CRD 164790SEC# 801-76896St. Paul, MN
Reg. AUM
$611.7M
Employees
5
Accounts
1,679
Location
St. Paul, MN
Highmark Wealth Management LLC assets under management
Highmark Wealth Management LLC operates as an SEC-registered investment adviser based in St. Paul, MN. The firm has been registered since 2012. It reports $611.7 million in regulatory assets under management and employs 5 people.
Highmark Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick J. Sullivan | Wealth Strategist And Partner | 10-25% | 2016 |
| Todd Edward Arens Control | Managing Member And Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Highmark Wealth Management LLC manage?
Highmark Wealth Management LLC reports $611.7 million in regulatory assets under management on its Form ADV.
How many employees does Highmark Wealth Management LLC have?
Highmark Wealth Management LLC reports 5 employees.
Where is Highmark Wealth Management LLC located?
Highmark Wealth Management LLC is based in St. Paul, MN and has been SEC-registered since 2012.
Does Highmark Wealth Management LLC disclose fund performance?
Highmark Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 944 Inwood Ave N, St. Paul, MN 55128 |
| Phone | 651-829-3300 |
| Fax | 651-829-3301 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1802451 |
| Discloses disciplinary history | No |
Regulatory AUM
$611.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$611.7Mregulatory AUM
Discretionary $611.7M