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| PARR McKnight Wealth Management Group LLC
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|---|---|
| CRD # | 330050 |
| SEC # | 801-130400 |
| CIK # | 0002026926 |
| AUM | 1,068.6 M (2026-06-15) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 612-324-0240 |
| Address | 333 S 7th Street, Suite 2370 Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002026926 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.7 | ||
| Microsoft Corp | 25.7 | ||
| J P Morgan Chase & Co | 12.9 | ||
| Broadcom Inc | 12.8 | ||
| Chevron Corp | 12.5 | ||
| Analog Devices Inc | 11.7 | ||
| Alphabet Inc | 11.6 | ||
| Johnson & Johnson | 11.6 | ||
| Facebook Inc | 10.4 | ||
| Cisco Systems Inc | 9.4 | ||
| Lowes Companies Inc | 8.0 | ||
| Ecolab Inc | 7.4 | ||
| Amazon Com Inc | 7.0 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| BlackRock Inc | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 90.0 |
| (b) Individuals (high net worth individuals) | 162 | 802.3 |
| (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 | 162 | 82.8 |
| (h) Charitable organizations | 5 | 1.0 |
| (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 | 5 | 92.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,040 | 1,068.6 |
| By Discretionary | ||
| Discretionary | 1,421 | 935.8 |
| Non-Discretionary | 619 | 132.8 |
| Total | 2,040 | 1,068.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,068.6 | |
| Total | 2,040 | 1,068.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002026926] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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CT | 1,067.2 M |
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Gibbs Wealth Management LLC
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