Highmark Wealth Management LLC

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Assets, Funds, Holdings

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Highmark Wealth Management LLC
CRD #164790
SEC #801-76896
CIK #0001802451
AUM $483.7 MM (2024-03-29)
Employees 6 (67% Investors, 67% Brokers)
Phone651-829-3300
Address30 East 7th Street
St Paul, MN 55101
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
WFC 152,296.4 4.4
PFMT 187.2 2.3
LLY 301,789.7 2.0
ATRC 1,835.8 1.6
AAPL 2,382,844.0 1.5
MSFT 1,918,222.4 1.4
NVDA 399,550.0 1.3
NEO 1,066.7 1.3
ATEC 693.0 1.1
USB 69,666.4 1.1
View All
Holdings by Sector ($MM)
170136102683402018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 194 42.8
(b) Individuals (high net worth individuals) 145 355.8
(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 1,375 398.5
By Discretionary
Discretionary 1,375 398.5
Non-Discretionary 0 0.0
Total 1,375 398.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 398.5
Total 1,375 398.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001802451]
Comparable Firms State AUM ($BB)
Garrison Point Capital LLC
CA 0.5
TLWM LLC
TX 0.5
Hudson Capital Management LLC
NJ 0.5
Cyrus J Lawrence LLC
NY 0.5
WJ Interests LLC
TX 0.5
Timber Creek Capital Management LLC
MA 0.5
Shayne & Jacobs LLC
TN 0.5
Wells Trecaso Financial Group LLC
OH 0.5
Apollon Financial LLC
SC 0.5
WR Wealth Planners LLC
MO 0.5
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