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PARR MCKNIGHT WEALTH MANAGEMENT GROUP

MINNEAPOLIS, MN · CRD 330050 · IAPD ↗ · parrmcknightwmg.com · 612-324-0240

$1.07BRegulatory AUM
10Advisory reps
14Employees
1Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2026 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2026 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2026 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP crossed $1B in regulatory AUM ($952.4M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2025 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP now reports custody of client assets ($54.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
October 2024 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP notice-filed in CA, CO, FL, IL, MA, TX, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
October 2024 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
October 2024 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2024 — PARR MCKNIGHT WEALTH MANAGEMENT GROUP (MINNEAPOLIS, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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