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| Happy Holidays!! thanks for using AUM13F!! |
| Highmark Wealth Management LLC
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| CRD # | 164790 |
| SEC # | 801-76896 |
| CIK # | 0001802451 |
| AUM | $522.8 M (2025-04-01) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 651-829-3300 |
| Address | 30 East 7th Street St Paul, MN 55101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wells Fargo & Co/MN | 6.0 | ||
| Performant Financial Corp | 3.3 | ||
| Anaptysbio Inc | 3.2 | ||
| Centessa Pharmaceuticals PLC | 3.1 | ||
| AtriCure Inc | 2.7 | ||
| Nvidia Corp | 2.1 | ||
| Microsoft Corp | 1.9 | ||
| Apple Inc | 1.7 | ||
| 3M Co | 1.5 | ||
| Travelers Companies Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 63.2 |
| (b) Individuals (high net worth individuals) | 153 | 459.7 |
| (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 | 1,560 | 522.8 |
| By Discretionary | ||
| Discretionary | 1,560 | 522.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,560 | 522.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.8 | |
| Total | 1,560 | 522.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802451] |
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|---|---|---|
|
BBVA Global Wealth Advisors Inc
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|
FL | 0.5 |
|
Nvest Financial LLC
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NH | 0.5 |
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Harvey Capital Management Inc
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FL | 0.5 |
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Premier Wealth Advisors LLC
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NY | 0.5 |
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BMB Advisers LLC
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CA | 0.5 |
|
Brooklyn Investment Group LLC
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NY | 0.5 |
|
Signalpoint Asset Management LLC
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|
MO | 0.5 |
|
Castle Rock Wealth Management LLC
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|
CA | 0.5 |
|
Blue Barn Wealth LLC
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|
UT | 0.5 |
|
Fairfield Bush & Co
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|
CT | 0.5 |