HIGHMARK WEALTH MANAGEMENT LLC

30 East 7th Street
Suite 3535
St. Paul, Minnesota 55101
Tel: 651-829-3300

About HIGHMARK WEALTH MANAGEMENT LLC

HIGHMARK WEALTH MANAGEMENT LLC, formally registered with the SEC as HIGHMARK WEALTH MANAGEMENT LLC. The firm was established in 07/25/2012. They have over 1 offices throughout the country.

HIGHMARK WEALTH MANAGEMENT LLC is a St. Paul, Minnesota based Financial Planning firm with nearly $483,654,320 assets under management, offering retirement planning & investment advisory services to 1479 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164790
SEC#	801-76896
Assets Managed by Firm	$483,654,320
No. of Clients	1479
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1479	$483,654,320
Individuals (other than high net worth individuals)	183	$46,576,720
High net worth individuals	147	$437,077,600

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