HIGHMARK WEALTH MANAGEMENT LLC
CRD #164790 SEC #801-76896 ST. PAUL, MN 651-829-3300
SEC Registered
Total AUM
$522.8M
Discretionary
$522.8M
Employees
6
Clients
101
Accounts
1,560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $522.8M | $522.8M | $0 | 6 | 26 |
| Oct 2025 | $522.8M | $522.8M | $0 | 6 | 26 |
| Oct 2025 | $522.8M | $522.8M | $0 | 6 | 26 |
| Apr 2025 | $522.8M | $522.8M | $0 | 6 | 26 |
| Mar 2025 | $522.8M | $522.8M | $0 | 6 | 26 |
| Oct 2024 | $483.7M | $483.7M | $0 | 6 | 26 |
| Mar 2024 | $483.7M | $483.7M | $0 | 6 | 26 |
| Mar 2024 | $483.7M | $483.7M | $0 | 6 | 26 |
| Jan 2024 | $398.5M | $398.5M | $0 | 6 | 23 |
| Nov 2023 | $398.5M | $398.5M | $0 | 6 | 23 |
| Apr 2023 | $398.5M | $398.5M | $0 | 6 | 23 |
| Mar 2023 | $398.5M | $398.5M | $0 | 6 | 23 |
| Nov 2022 | $422.2M | $422.2M | $0 | 6 | 23 |
| Aug 2022 | $422.2M | $422.2M | $0 | 6 | 23 |
| Apr 2022 | $422.2M | $422.2M | $0 | 6 | 23 |
| Mar 2022 | $422.2M | $422.2M | $0 | 6 | 23 |
| Mar 2021 | $392M | $392M | $0 | 6 | 15 |
| Oct 2020 | $311M | $311M | $0 | 6 | 15 |
| Jun 2020 | $311M | $311M | $0 | 6 | 15 |
| Mar 2020 | $311M | $311M | $0 | 6 | 15 |
| Oct 2019 | $251.2M | $251.2M | $0 | 8 | 15 |
| Mar 2019 | $251.2M | $251.2M | $0 | 8 | 15 |
| Mar 2018 | $240M | $240M | $0 | 8 | 11 |
| Mar 2017 | $190.4M | $190.4M | $0 | 7 | 200 |
| May 2016 | $153.8M | $153.8M | $0 | 7 | 100 |
| Mar 2016 | $153.8M | $153.8M | $0 | 7 | 100 |
| Mar 2015 | $159M | $159M | $0 | 8 | 100 |
| Mar 2014 | $123.8M | $123.8M | $0 | 5 | 100 |
| Mar 2013 | $243.8M | $113.5M | $130.4M | 6 | 100 |
| Dec 2012 | $219.9M | $92M | $127.9M | 4 | 0 |
| Nov 2012 | $219.9M | $92M | $127.9M | 4 | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2025
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees6
Clients26
DateOct 2025
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees6
Clients26
DateOct 2025
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees6
Clients26
DateApr 2025
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2025
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees6
Clients26
DateOct 2024
Total AUM$483.7M
Discretionary$483.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2024
Total AUM$483.7M
Discretionary$483.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2024
Total AUM$483.7M
Discretionary$483.7M
Non-Disc.$0
Employees6
Clients26
DateJan 2024
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees6
Clients23
DateNov 2023
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees6
Clients23
DateApr 2023
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees6
Clients23
DateMar 2023
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees6
Clients23
DateNov 2022
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees6
Clients23
DateAug 2022
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees6
Clients23
DateApr 2022
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees6
Clients23
DateMar 2022
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees6
Clients23
DateMar 2021
Total AUM$392M
Discretionary$392M
Non-Disc.$0
Employees6
Clients15
DateOct 2020
Total AUM$311M
Discretionary$311M
Non-Disc.$0
Employees6
Clients15
DateJun 2020
Total AUM$311M
Discretionary$311M
Non-Disc.$0
Employees6
Clients15
DateMar 2020
Total AUM$311M
Discretionary$311M
Non-Disc.$0
Employees6
Clients15
DateOct 2019
Total AUM$251.2M
Discretionary$251.2M
Non-Disc.$0
Employees8
Clients15
DateMar 2019
Total AUM$251.2M
Discretionary$251.2M
Non-Disc.$0
Employees8
Clients15
DateMar 2018
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients11
DateMar 2017
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees7
Clients200
DateMay 2016
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2015
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees8
Clients100
DateMar 2014
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$243.8M
Discretionary$113.5M
Non-Disc.$130.4M
Employees6
Clients100
DateDec 2012
Total AUM$219.9M
Discretionary$92M
Non-Disc.$127.9M
Employees4
Clients0
DateNov 2012
Total AUM$219.9M
Discretionary$92M
Non-Disc.$127.9M
Employees4
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0