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HIGHMARK WEALTH MANAGEMENT LLC

ST. PAUL, MN · CRD 164790 · IAPD ↗ · 651-829-3300

$611.7MRegulatory AUM
4Advisory reps
5Employees
25Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — HIGHMARK WEALTH MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — HIGHMARK WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($483.7M -> $522.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2024 — HIGHMARK WEALTH MANAGEMENT LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.