CRD: 330050
Parr Mcknight Wealth Management Group
$1.1B Total AUM
$935.8M Disc. AUM
-- 3Y CAGR
14 Employees
614 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Crest eagleHarbor capital +more
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
333 S 7TH Street, Suite 2370 Minneapolis MN
About Parr Mcknight Wealth Management Group
Parr McKnight Wealth Management Group is an independent, employee-owned RIA in Minneapolis delivering integrated investment management and financial planning. The team focuses on entrepreneurs and business owners navigating wealth diversification, succession planning, and company retirement plan needs, with ongoing retirement and legacy planning support. Their multigenerational ensemble brings 200+ years of combined experience and expertise in behavioral finance.
Team overview
40 AVG AGE
$106.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.9 yrs AVG TENURE
14 Employees
10 Advisory Reps
10 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Glacier Radial Capital meridian Signal matrix Pathway quantum Catalyst
Client Personas
Element Catalyst Wave wave
Custodian
Pathway eagle Horizon momentum Insight wave Vertex Wave zenith Harbor Foundation north Wave atlas Crest optima Vital
Investment Themes
Zenith optima Zenith Focus bridge
Investment Vehicles
Prime Signal
Platform
Pathway vital Eagle bridge
Services
Glacier Beacon unison Bridge optima Zenith summit Peak wave Matrix Crest harbor Legacy vector Vector Timber
Technology
Unison delta Radial radial Capital wave
Owner & Executives
BRIAN CARL MCKNIGHT
Managing Partner, Partner
- CRD
- #3068967
- Ownership
- 25% but less than 50%
(734) 823-8769
wave.vector@quantumcapital.com
in linkedin.com/in/peak-crest
ANTHONY JASON PARR
Managing Partner
- CRD
- #1867465
- Ownership
- 25% but less than 50%
(378) 833-1746
oak.prime@zenithcapital.com
in linkedin.com/in/catalyst-element
C
Crest focus
Vector momentum
- CRD
- #68106
- Ownership
- 22.0%
(345) 740-8436
north.matrix@pathwaycapital.com
in linkedin.com/in/oak-catalyst
Showing 2 of 6 owners & executives
Unlock allContacts
EMILY DOLAN
Senior Relationship Manager
- CRD
- #5171856
(918) 898-5374
insight.delta@signalcapital.com
in linkedin.com/in/legacy-zenith
JOE ENZLER
Wealth Advisor
- CRD
- #7354170
(971) 487-9537
matrix.peak@alphacapital.com
in linkedin.com/in/eagle-prime
H
Horizon zenith
Wave ridge focus
- CRD
- #48787
(601) 357-7343
foundation.peak@wavecapital.com
in linkedin.com/in/quantum-oak
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $935,781,546 | $658,537 |
| Non-Discretionary | $132,800,384 | $214,540 |
| Total | $1,068,581,930 | $523,815 |
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Separately Managed Accounts
Total SMA Asset: $1,068,581,930
Equity - Exchange:
19.1% Public Funds:
18.0% Cash:
18.7% U.S. Government/Agency:
10.6% Municipal Bonds:
10.0% Corporate - Investment Grade:
3.9% Other:
6.3% Private Funds:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $296,128,912 | 19.1% |
| Public Funds | $279,074,367 | 18.0% |
| Cash | $289,927,259 | 18.7% |
| U.S. Government/Agency | $164,343,794 | 10.6% |
| Municipal Bonds | $155,041,315 | 10.0% |
| Corporate - Investment Grade | $60,466,113 | 3.9% |
| Other | $97,676,028 | 6.3% |
| Private Funds | $207,755,362 | 13.4% |
| Total | $1,550,413,150 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON VERTEX | FRONTIER VECTOR | 6BDZAJ00Q | KQEY | 1.26% | $115,594,200 |
| MOMENTUM VERTEX OAK | VERTEX NORTH | VWQVCX92H | IJLS | 3.70% | $25,214,297 |
| MATRIX VITAL HARBOR | VITAL RIDGE | WTEGN6OKP | XABX | 10.35% | $115,217,842 |
| EMBER SIGNAL | BRIDGE MERIDIAN | HLANWA5AR | JWCH | 1.91% | $55,185,294 |
| ATLAS FOCUS QUANTUM | VITAL FUSION | 1AYRSBG3K | UCUFD | 2.35% | $47,236,094 |
| CAPITAL RADIAL CATALYST | EMBER UNISON | ZJJ3QSFEZ | UUFM | 2.05% | $24,623,597 |
| WAVE SIGNAL | VALUE ALPHA | LNL8R8ZG4 | NME | 6.24% | $79,241,525 |
| MATRIX VECTOR | DELTA DELTA | TV3SOX42S | NVORY | 6.64% | $78,419,000 |