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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC, CRD 330050

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e980f50e-a622-dce7-1506-d2967580168e

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 3
On other graphs: 0
Observed: May 2, 2024 to Jun 15, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $936M
Private client RAUM: $892MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $107Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,040
Individual clients: 279
High net worth clients: 162
Custody, client assets: $169M
SEC number: 801-130400
CRD: 330050
Filings on the tape: 12
First filed: May 2, 2024
Latest filed: Jun 15, 2026
Organised: Limited Liability Company, MN
Website: parrmcknightwmg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY JASON PARR	Certified Financial Planner	MINNEAPOLIS, MN	2	38	3	no
BRIAN CARL MCKNIGHT	Certified Financial Planner	MINNEAPOLIS, MN	2	27	3	no
MINDY MARIE PROW	n/a	MINNEAPOLIS, MN	2	18	3	no
EMILY DOLAN	n/a	MINNEAPOLIS, MN	2	19	2	no
JOHN STEWART RUDI	Certified Financial Planner	MINNEAPOLIS, MN	2	17	2	no
EMILY ANN NOYES	Certified Financial Planner	MINNEAPOLIS, MN	2	14	1	no
PATRICIA LYNN KAVANAGH	n/a	MINNEAPOLIS, MN	2	12	3	no
NELSON THOMAS MOEN	n/a	MINNEAPOLIS, MN	2	12	1	no
JOE ENZLER	Certified Financial Planner	MINNEAPOLIS, MN	2	14	1	no
JOHN PATRICK OBRIEN	n/a	MINNEAPOLIS, MN	1	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KAVANAGH, PATRICIA, LYNN	CHIEF ADMINISTRATION OFFICER	Na	yes	06/2018	Jun 15, 2026	Jun 15, 2026
MCKNIGHT, BRIAN, CARL	MANAGING PARTNER	C	yes	02/2018	Jun 15, 2026	Jun 15, 2026
MOEN, NELSON, THOMAS	MANAGING PARTNER	Na	yes	10/2022	Jun 15, 2026	Jun 15, 2026
NORTHERN ARROW VENTURES, INC	Owner	Na	yes	10/2022	Jun 15, 2026	Jun 15, 2026
PARR, ANTHONY, JASON	MANAGING PARTNER	C	yes	02/2018	Jun 15, 2026	Jun 15, 2026
RUDI, JOHN, STEWART	MANAGING PARTNER	C	yes	02/2018	Jun 15, 2026	Jun 15, 2026
STEAMBOAT CONSULTING, INC.	Owner	C	yes	09/2017	Jun 15, 2026	Jun 15, 2026
VIKING VENTURES, INC	Owner	C	yes	09/2017	Jun 15, 2026	Jun 15, 2026
ZPOZ CAPITAL, INC.	Owner	C	yes	09/2017	Jun 15, 2026	Jun 15, 2026
PARR, ANTHONY, JASON	MANAGING MEMBER	C	yes	09/2017	May 2, 2024	Sep 26, 2024
HIGGINS, ROSEANN	CHIEF COMPLIANCE OFFICER	Na	no	05/2024	Jun 15, 2026	Jun 15, 2026
MCKNIGHT, BRIAN, CARL	MANAGING MEMBER	C	no	09/2017	May 2, 2024	Sep 26, 2024
RUDI, JOHN, STEWART	MANAGING MEMBER	C	no	09/2017	May 2, 2024	Sep 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$1.1B	$936M	14	10	0	n/a	n/a
2024	Mar 17, 2025	$952M	$802M	14	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	11	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$952M	12.2%	n/a	n/a	14	14	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	9	Aug 16, 2024	Aug 14, 2024	MINNEAPOLIS, MN	Team lift out	Wirehouse to new firm	0.3%

Relationships

Registered with (11)

← JOHN PATRICK OBRIENAdvisorregistration: current employment
Mar 28, 2025 to presentfactForm ADV
← NELSON THOMAS MOENAdvisorregistration: current employment
Aug 14, 2024 to presentfactForm ADV
← JOE ENZLERAdvisorregistration: current employment
Aug 14, 2024 to presentfactForm ADV
← PATRICIA LYNN KAVANAGHAdvisorregistration: current employment
Aug 13, 2024 to presentfactForm ADV
← ANTHONY JASON PARRAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← BRIAN CARL MCKNIGHTAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← MINDY MARIE PROWAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← EMILY DOLANAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← JOHN STEWART RUDIAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← EMILY ANN NOYESAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← KELLI HILLAdvisorregistration: previous registration
Sep 23, 2024 to Jul 28, 2025factForm ADV

Controls (7)

← PARR, ANTHONY, JASONOwnerMANAGING MEMBER, ownership code C, individual
May 2, 2024 to Sep 26, 2024factForm ADV
← MCKNIGHT, BRIAN, CARLOwnerMANAGING PARTNER, ownership code C, individual
May 2, 2024 to Sep 26, 2024factForm ADV
← RUDI, JOHN, STEWARTOwnerMANAGING PARTNER, ownership code C, individual
May 2, 2024 to Sep 26, 2024factForm ADV
← KAVANAGH, PATRICIA, LYNNOwnerCHIEF ADMINISTRATION OFFICER, ownership code NA, individual
May 2, 2024 to Sep 26, 2024factForm ADV
← STEAMBOAT CONSULTING, INC.OwnerOWNER, ownership code C, domestic entity
May 2, 2024 to Sep 26, 2024factForm ADV
← VIKING VENTURES, INCOwnerOWNER, ownership code C, domestic entity
May 2, 2024 to Sep 26, 2024factForm ADV
← ZPOZ CAPITAL, INC.OwnerOWNER, ownership code C, domestic entity
May 2, 2024 to Sep 26, 2024factForm ADV

Owns (3)

← HIGGINS, ROSEANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 2, 2024 to Sep 26, 2024factForm ADV
← MCKNIGHT, BRIAN, CARLOwnerMANAGING MEMBER, ownership code C, individual
May 2, 2024 to Sep 26, 2024factForm ADV
← RUDI, JOHN, STEWARTOwnerMANAGING MEMBER, ownership code C, individual
May 2, 2024 to Sep 26, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser9 advisors, team lift out
Aug 16, 2024 to Aug 14, 2024factForm ADV

Dated events

Occurred
Jul 28, 2025
Advisor changed firm
Kelli Hill left Parr Mcknight Wealth Management Group for Fifth Third Wealth Advisors Llc (registered 2025-08-12)
Form ADVobserved 5 days ago
Occurred
Aug 16, 2024
Team lift-out
9 advisors left Wells Fargo Advisors (Minneapolis, MN) for Parr Mcknight Wealth Management Group within 18 days
Form ADVobserved 5 days ago
9 advisors
Occurred
May 2, 2024
First Form ADV filing
Parr Mcknight Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e980f50e-a622-dce7-1506-d2967580168e
First observed: May 2, 2024
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC, CRD 330050

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e980f50e-a622-dce7-1506-d2967580168e

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:51 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY JASON PARR

Certified Financial Planner

MINNEAPOLIS, MN

BRIAN CARL MCKNIGHT

Certified Financial Planner

MINNEAPOLIS, MN

MINDY MARIE PROW

n/a

MINNEAPOLIS, MN

EMILY DOLAN

n/a

MINNEAPOLIS, MN

JOHN STEWART RUDI

Certified Financial Planner

MINNEAPOLIS, MN

EMILY ANN NOYES

Certified Financial Planner

MINNEAPOLIS, MN

PATRICIA LYNN KAVANAGH

n/a

MINNEAPOLIS, MN

NELSON THOMAS MOEN

n/a

MINNEAPOLIS, MN

JOE ENZLER

Certified Financial Planner

MINNEAPOLIS, MN

JOHN PATRICK OBRIEN

n/a

MINNEAPOLIS, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KAVANAGH, PATRICIA, LYNN

CHIEF ADMINISTRATION OFFICER

yes

06/2018

Jun 15, 2026

MCKNIGHT, BRIAN, CARL

MANAGING PARTNER

yes

02/2018

Jun 15, 2026

MOEN, NELSON, THOMAS

MANAGING PARTNER

yes

10/2022

Jun 15, 2026

NORTHERN ARROW VENTURES, INC

Owner

yes

10/2022

Jun 15, 2026

PARR, ANTHONY, JASON

MANAGING PARTNER

yes

02/2018

Jun 15, 2026

RUDI, JOHN, STEWART

MANAGING PARTNER

yes

02/2018

Jun 15, 2026

STEAMBOAT CONSULTING, INC.

Owner

yes

09/2017

Jun 15, 2026

VIKING VENTURES, INC

Owner

yes

09/2017

Jun 15, 2026

ZPOZ CAPITAL, INC.

Owner

yes

09/2017

Jun 15, 2026

PARR, ANTHONY, JASON

MANAGING MEMBER

yes

09/2017

May 2, 2024

Sep 26, 2024

HIGGINS, ROSEANN

CHIEF COMPLIANCE OFFICER

05/2024

Jun 15, 2026

MCKNIGHT, BRIAN, CARL

MANAGING MEMBER

09/2017

May 2, 2024

Sep 26, 2024

RUDI, JOHN, STEWART

MANAGING MEMBER

09/2017

May 2, 2024

Sep 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$1.1B

$936M

n/a

2024

Mar 17, 2025

$952M

$802M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$952M

12.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Aug 16, 2024

Aug 14, 2024

MINNEAPOLIS, MN

Team lift out

Wirehouse to new firm

0.3%