Highmark Wealth Management LLC
Highmark Wealth Management LLC is an SEC-registered wealth manager in St. Paul, MN with $611.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Highmark Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164790, SEC 801-76896, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $611.7M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- St. Paul, MN
- Employees
- 5
- Clients
- 429
- CRD
- 164790
- Ownership
- ARENS, TRACI, MARIE; ARENS, TODD, EDWARD; SULLIVAN, PATRICK, J.
How much AUM does Highmark Wealth Management LLC have?
Highmark Wealth Management LLC reported $611.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Highmark Wealth Management LLC?
Disclosed owners and executives of Highmark Wealth Management LLC include ARENS, TRACI, MARIE, ARENS, TODD, EDWARD, SULLIVAN, PATRICK, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.