PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Legal name: PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD 330050File 801-130400

APPROVED

Retail clients

Custody

Filing as of Jun 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.07B

Above cohort median (national)

Discretionary AUM

$935.8M

Non-discretionary $132.8M

Clients

613

2,040 accounts

Employees

Above cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 30, 2024
Principal office: 333 S 7TH STREET, SUITE 2370, MINNEAPOLIS, MN, 55402
Phone: 612-324-0240
Website: https://www.parrmcknightwmg.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.07B
Discretionary AUM: $935.8M
Non-discretionary AUM: $132.8M
Discretionary accounts: 1,421
Non-discretionary accounts: 619
Total accounts: 2,040
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$92.5M
Charitable organizations	5	$981K
High net worth individuals	162	$802.3M
Pension and profit sharing plans	162	$82.8M
Individuals (other than high net worth individuals)	279	$90.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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: Yes
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.