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LOGAN PARK WEALTH MANAGEMENT
Legal name: LPWM LLC
CRD 299007File 801-114689
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$464.8M
Above cohort median (national)
Discretionary AUM
$464.1M
Non-discretionary $743K
Clients
408
1,452 accounts
Employees
6
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Mar 1, 2026 | Clients | 397 | 408 | increased by11 |
| Mar 1, 2026 | AUM | $376,320,625 | $464,828,488 | increased by$88,507,863 |
| Mar 1, 2026 | Accounts | 1,361 | 1,452 | increased by91 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 321 | 397 | increased by76 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $260,641,850 | $376,320,625 | increased by$115,678,775 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,059 | 1,361 | increased by302 |
| Mar 1, 2022 | Clients | 299 | 321 | increased by22 |
| Mar 1, 2022 | AUM | $197,899,864 | $260,641,850 | increased by$62,741,986 |
| Mar 1, 2022 | Accounts | 950 | 1,059 | increased by109 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LOGAN PARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOGAN PARK” may also match similarly-named firms). Confirm identity against each filing.
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.