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| Highmark Wealth Management LLC
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|---|---|
| CRD # | 164790 |
| SEC # | 801-76896 |
| CIK # | 0001802451 |
| AUM | 611.7 M (2026-04-28) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 651-829-3300 |
| Address | 944 Inwood Ave N St Paul, MN 55128 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lectec Corp /MN/ | 11.4 | ||
| Wells Fargo & Co/MN | 5.5 | ||
| Anaptysbio Inc | 5.2 | ||
| Neogenomics Inc | 4.3 | ||
| AtriCure Inc | 2.4 | ||
| Nvidia Corp | 2.2 | ||
| Si-Bone Inc | 2.0 | ||
| Apple Inc | 2.0 | ||
| 908 Devices Inc | 2.0 | ||
| Twist Bioscience Corp | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 60.1 |
| (b) Individuals (high net worth individuals) | 171 | 551.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,679 | 611.7 |
| By Discretionary | ||
| Discretionary | 1,679 | 611.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,679 | 611.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.7 | |
| Total | 1,679 | 611.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802451] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Auctus Advisors LLC
✚
|
NC | 612.9 M |
|
Capital A Wealth Management LLC
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NJ | 612.8 M |
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Wealth Watch Advisors Inc
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Quartz Partners LLC
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NY | 611.9 M |
|
Steffes Financial Ltd
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KS | 611.5 M |
|
Arbor Trust Wealth Advisors LLC
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MI | 611.4 M |
|
Peregrine Asset Advisers Inc
✚
|
OR | 611.0 M |
|
Vista Investment Partners LLC
✚
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OK | 610.6 M |
|
Strengthening Families & Communities LLC
✚
|
MA | 610.0 M |