LP Profile

Logan Park Wealth Management

Also known as logan park wealth

Wealth ManagerMinneapolis, United StatesFounded 2018
Minneapolis
Headquarters
Investment Focus

About Logan Park Wealth Management

Comprehensive financial planning, retirement distribution planning, asset structuring, tax mitigation strategy, portfolio stress testing, trust services and management, IRA and 401k rollover analysis, tax loss harvesting, Roth conversions, business continuity and succession planning, charitable giving and advanced estate planning, multigenerational planning and wealth transfer

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Logan Park Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$464.8M
Total Clients
1,452
Filing Date
February 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Logan Park Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Logan Park Wealth Management?

Logan Park Wealth Management is a wealth manager based in Minneapolis, United States.

Where is Logan Park Wealth Management headquartered?

Logan Park Wealth Management is headquartered in Minneapolis, United States.

When was Logan Park Wealth Management founded?

Logan Park Wealth Management was founded in 2018.

How can I contact Logan Park Wealth Management?

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