CRD: 164790
Highmark Wealth Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2012
- Office Locations
- 1
Office Locations
About Highmark Wealth Management LLC
HighMark Wealth Management is a St. Paul, MN registered investment adviser providing conflict-aware wealth management and financial planning for individuals, including business owners and entrepreneurs. The firm builds portfolios using asset allocation, mutual funds and ETFs, alongside retirement, tax, estate and insurance planning, and supports custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TODD EDWARD ARENS
Chief Compliance Officer, Managing Member
- CRD
- #2414006
- Ownership
- 75% or more
PATRICK J. SULLIVAN
PARTNER, WEALTH STRATEGIST
- CRD
- #5786229
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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JEROD GUSTAFSON
Managing Director - Investments
- CRD
- #2765649
Daniel R Sullivan
Certified Financial Planner
- CRD
- #6619911
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $611,673,300 | $364,308 |
| Non-Discretionary | $0 | -- |
| Total | $611,673,300 | $364,308 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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