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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2019
- Office Locations
- 1
Office Locations
About Logan Park Wealth Management
Logan Park Wealth Management is a Minneapolis-based, fee-only fiduciary RIA providing comprehensive financial planning and discretionary investment management for individuals and families, including entrepreneurs and retirees. Portfolios emphasize low-cost, broadly diversified models grounded in Modern Portfolio Theory and long-term factor research, with a disciplined process aimed at reducing emotion-driven decisions (the “behavior gap”). Custody supported via Charles Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID MATTHEW BENNING
Chief Compliance Officer, Managing Member, Managing Partner, Partner, PRIVATE WEALTH ADVISOR
- CRD
- #4451037
- Ownership
- 50% but less than 75%
JEFFERY JAMES SUTTON
Managing Member, Managing Partner
- CRD
- #4837117
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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COLE EMMANUEL HYSTEAD
Financial Advisor, General Partner
- CRD
- #5750427
ERIK JON JENSEN
Associate Vice President
- CRD
- #6664152
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $464,085,457 | $319,838 |
| Non-Discretionary | $743,031 | $743,031 |
| Total | $464,828,488 | $320,130 |
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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 |
| Total | Available | Available |
13F Holdings | Q2 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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