# Logan Park Wealth Management

> Logan Park Wealth Management is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 299007
- Filed as: LOGAN PARK WEALTH MANAGEMENT
- Legal name: LPWM LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299007
- AdvisorCensus page: https://advisorcensus.com/firm/logan-park-wealth-management-minneapolis-mn-299007

## Quick answers

**How is Logan Park Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Logan Park Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Logan Park Wealth Management located?**
Logan Park Wealth Management's principal office is in Minneapolis, MN, according to its Form ADV.

**Is Logan Park Wealth Management registered with the SEC or a state?**
Logan Park Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299007.

**How much does Logan Park Wealth Management manage?**
Logan Park Wealth Management reports $464,828,488 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Logan Park Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Logan Park Wealth Management: Regulatory assets under management: $197,899,864 in the October 2021 data and $464,828,488 in the October 2026 data, up 135%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Logan Park Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (303); high net worth individuals (105).

**Which custodians does Logan Park Wealth Management use?**
Logan Park Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Logan Park Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299007

**Does Logan Park Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "Logan Park generally does not impose a minimum relationship size."

**What changed in Logan Park Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: None

> Logan Park generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $464,828,488
- Discretionary: $464,085,457
- Non-discretionary: $743,031

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 303 | $159,010,252 |
| High net worth individuals | 105 | $294,026,539 |
| Charitable organizations | Fewer than 5 | $11,791,697 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IA, IL, MA, MN, NC, NH, NY, OR, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lpwm.com
- Facebook @LoganParkWealthManagement
- LinkedIn @logan-park-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $197,899,864 | 7 | September 30, 2021 |
| October 2022 | $260,641,850 | 7 | June 22, 2022 |
| October 2023 | $251,992,997 | 8 | February 27, 2023 |
| October 2024 | $315,057,547 | 7 | August 30, 2024 |
| October 2025 | $376,320,625 | 6 | February 19, 2025 |
| October 2026 | $464,828,488 | 6 | September 2, 2026 |

Regulatory assets under management: $197,899,864 in the October 2021 data and $464,828,488 in the October 2026 data, up 135%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NY.

### March 2026
- Regulatory assets under management went from $376,320,625 to $464,828,488 (+24%).

### December 2025
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Logan Park Wealth Management (CRD 299007): Form ADV filing data as of October 2026.