LOGAN PARK WEALTH MANAGEMENT

Legal name: LPWM LLC

CRD 299007File 801-114689

APPROVED

Retail clients

Custody

Filing as of Aug 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$464.8M

Above cohort median (national)

Discretionary AUM

$464.1M

Non-discretionary $743K

Clients

408

1,452 accounts

Employees

Below cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 26, 2019
Principal office: 121 S. 8TH STREET, SUITE 1110, MINNEAPOLIS, MN, 55402
Phone: (612) 315-2105
Website: https://www.lpwm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $464.8M
Discretionary AUM: $464.1M
Non-discretionary AUM: $743K
Discretionary accounts: 1,451
Non-discretionary accounts: 1
Total accounts: 1,452
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$11.8M
High net worth individuals	105	$294.0M
Individuals (other than high net worth individuals)	303	$159.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.