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LOGAN PARK WEALTH MANAGEMENT

MINNEAPOLIS, MN · CRD 299007 · IAPD ↗ · lpwm.com · (612) 315-2105

$464.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — LOGAN PARK WEALTH MANAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — LOGAN PARK WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — LOGAN PARK WEALTH MANAGEMENT notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — LOGAN PARK WEALTH MANAGEMENT notice-filed in CO, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — LOGAN PARK WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2024 — LOGAN PARK WEALTH MANAGEMENT reported RAUM up 25% ($252.0M -> $315.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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