Bank / Wealth / TrustRIA · CRD 299007SEC-Registered

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Logan Park Wealth Management

Logan Park Wealth Management was established in 2018 in Minneapolis, Minnesota. The firm registered with the SEC as an investment adviser and structured its...

Logan Park Wealth Management logo

Logan Park Wealth Management

Logan Park Wealth Management was established in 2018 in Minneapolis, Minnesota. The firm registered with the SEC as an investment adviser and structured its practice around fiduciary advisory services for a concentrated client base of individuals, high-net-worth families, and small-to-midsize businesses. Its wealth-origin context and founding principals have not been publicly profiled in major financial press. The firm's disclosed service lines center on discretionary portfolio management, pension consulting, and investment management. Logan Park constructs client portfolios across public equities, fixed income, and alternative investments, though no specific strategy-level allocations or asset-class weightings are a matter of public record. The advisory model appears built on bespoke wealth management rather than pooled fund vehicles or institutional separate accounts marketed to outside allocators. Scale metrics — including regulatory assets under management, total professionals, and additional office locations — remain undisclosed. The firm has not announced fund closes, strategic hires, or client mandates in securities filings or financial media since its 2018 founding, limiting the public record to its core SEC registration and website presence. Logan Park's structural posture as an independent, Minneapolis-based RIA — operating without a bank holding company parent or broker-dealer affiliate — places it among the fiduciary-only wealth managers that expanded rapidly in the post-2016 DOL fiduciary-rule era. The absence of proprietary product distribution and the inclusion of pension consulting suggest a pure advisory architecture, though the firm's succession and ownership structure are not publicly documented.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Minneapolis

Corporate office

Minneapolis, MN, United States

Frequently asked questions

What services does Logan Park Wealth Management provide?

Logan Park offers discretionary portfolio management, pension consulting, and investment management services to individuals, high-net-worth families, and businesses, according to its SEC registration. The firm operates as a fiduciary, meaning it is legally obligated to put client interests ahead of its own. No additional service lines, such as tax preparation or estate planning, are documented in the public record.

Does Logan Park Wealth Management have a disclosed AUM or client count?

No. Logan Park has not publicly disclosed its regulatory assets under management or total client relationships. The firm's SEC Form ADV — the standard disclosure document for registered investment advisers — would contain this information if filed, but aggregate figures have not been reported in financial media or on the firm's public-facing site.

Who founded Logan Park Wealth Management?

The founding principals of Logan Park Wealth Management have not been identified in major financial publications or securities filings as of this profile date. The firm's SEC registration and website domain records date to 2018 in Minneapolis, but no named executive has been associated with the entity in public reporting.

How does Logan Park Wealth Management invest client assets?

Based on its registered service lines, Logan Park constructs discretionary portfolios spanning public equities, fixed income, and alternative investments. The firm does not appear to run proprietary mutual funds, ETFs, or pooled investment vehicles. Specific strategy tilts, manager selection criteria, or performance benchmarks are not publicly available.

Is Logan Park affiliated with a bank, broker-dealer, or larger wealth platform?

No parent company, bank affiliation, or broker-dealer relationship is disclosed. The firm operates from a single Minneapolis location under its own SEC registration number. This independent structure distinguishes it from wealth managers housed inside trust banks or wirehouse platforms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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