DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Logan Park Wealth Management

Independent wealth managerMinneapolis, MinnesotaCRD 299007SEC 801-114689website IAPD

Legal name Lpwm LLC

Latest filing Sep 2, 2026

First filing on the tape Nov 13, 2018 · 27 filings

SEC status approved since Jul 26, 2019

RAUM

$465M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

97%

$453M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$155M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

27 filings and snapshots on the tape

RAUM$465M as of Aug 12, 2026

Feb 18, 2020$167M then

HNW client RAUM$294M as of Aug 12, 2026

Feb 18, 2020$93.6M then

State-registered IARs (5.B.3)4 as of Aug 12, 2026

Feb 18, 20203 then

Employees (5.A)6 as of Aug 12, 2026

Feb 18, 20208 then

Private funds: no history

RAUM +24% over the last fiscal year+23% a year over threeIARs 3 to 4

Practice profile

derived from the filing of Sep 2, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $155MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 136derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.8MderivedHNW RAUM over HNW clients
Average account: $320,130derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 2.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +24%derivedbetween the last two annual amendments
Advisor growth, one year: +33%derivedItem 5.B.3 between annual amendments
Client growth, one year: +2.8%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Custody: $57.8M, 68 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$294M63%
Individuals$159M34%
Charitable organizations$11.8M2.5%

Individual clients: 303reported
HNW clients: 105reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1,452reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $57.8M for 68 clientsreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
David Matthew Benning	Minneapolis, Mn	Mar 29, 2019	25 y	1
Jeffery James SuttonCertified Financial Planner	Minneapolis, Mn	Mar 29, 2019	22 y	1
Cole Emmanuel HysteadCertified Financial Planner	Minneapolis, Mn	Mar 29, 2019	16 y	1

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Matthew Wright to Cahill Financial Advisors, Inc.
Jan 9, 2025 · RIA to RIA

Joined, latest

Matthew Wright from Avantax Planning Partners, Inc.
Jul 9, 2024 · Affiliated broker-dealer or bank to independent RIA
David Matthew Benning from Ameriprise Financial Services, LLC
Mar 29, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
Jeffery James Sutton from Ameriprise Financial Services, LLC
Mar 29, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
Cole Emmanuel Hystead from Ameriprise Financial Services, LLC
Mar 29, 2019 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 joined from Ameriprise Financial Services, LLC
Apr 2, 2019 · Minneapolis, Mn

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Matthew David Benning · Managing Member / Managing Partner / Chief Compliance Officercontrol
since 09/2018 · owns 50% to 75%
James Jeffery Sutton · Managing Member / Managing Partnercontrol
since 09/2018 · owns 50% to 75%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Minneapolis, Mn · principal	3	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

very high RAUM per advisorStatic outlier · filing Sep 2, 2026
RAUM per registered advisor of $154,942,829 against a peer median of $55,716,044 (3252 comparable advisers, 99.0th percentile, 3.5 robust deviations)
peers: independent wealth managers, $100M to $500M (3,252) · 99% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Financial planning clients · 251-500 to 251-500
Aug 12, 2026 to Sep 2, 2026
Related adviser · false to unset
Aug 12, 2026 to Sep 2, 2026
Related bank · false to unset
Aug 12, 2026 to Sep 2, 2026
Related broker-dealer · false to unset
Aug 12, 2026 to Sep 2, 2026
Related insurance company · false to unset
Aug 12, 2026 to Sep 2, 2026
Succession · false to unset
Aug 12, 2026 to Sep 2, 2026
Accounts · 1,361 to 1,452
Nov 20, 2025 to Feb 6, 2026
HNW clients · 101 to 105
Nov 20, 2025 to Feb 6, 2026
Individual clients · 296 to 303
Nov 20, 2025 to Feb 6, 2026
Assets in custody · $41.2M to $57.8M
Nov 20, 2025 to Feb 6, 2026
Employees · 7 to 6
Nov 20, 2025 to Feb 6, 2026
Discretionary RAUM · $376M to $464M
Nov 20, 2025 to Feb 6, 2026
HNW RAUM · $237M to $294M
Nov 20, 2025 to Feb 6, 2026
Individual RAUM · $130M to $159M
Nov 20, 2025 to Feb 6, 2026
Non-discretionary RAUM · $0 to $743,031
Nov 20, 2025 to Feb 6, 2026
RAUM · $376M to $465M
Nov 20, 2025 to Feb 6, 2026
Advisory employees · 3 to 4
Feb 19, 2025 to Nov 20, 2025
Employees · 6 to 7
Feb 19, 2025 to Nov 20, 2025
State-registered IARs · 3 to 4
Feb 19, 2025 to Nov 20, 2025
Accounts · 1,234 to 1,361
Aug 30, 2024 to Feb 19, 2025
HNW clients · 95 to 101
Aug 30, 2024 to Feb 19, 2025
Individual clients · 267 to 296
Aug 30, 2024 to Feb 19, 2025
Assets in custody · $31.5M to $41.2M
Aug 30, 2024 to Feb 19, 2025
Employees · 7 to 6
Aug 30, 2024 to Feb 19, 2025
Financial planning clients · 251-500 to 251-500
Aug 30, 2024 to Feb 19, 2025
Discretionary RAUM · $315M to $376M
Aug 30, 2024 to Feb 19, 2025
HNW RAUM · $202M to $237M
Aug 30, 2024 to Feb 19, 2025
Individual RAUM · $104M to $130M
Aug 30, 2024 to Feb 19, 2025
RAUM · $315M to $376M
Aug 30, 2024 to Feb 19, 2025
Accounts · 1,160 to 1,234
Oct 30, 2023 to Jan 29, 2024
HNW clients · 90 to 95
Oct 30, 2023 to Jan 29, 2024
Individual clients · 248 to 267
Oct 30, 2023 to Jan 29, 2024
Assets in custody · $14.7M to $31.5M
Oct 30, 2023 to Jan 29, 2024
Employees · 8 to 7
Oct 30, 2023 to Jan 29, 2024
Financial planning clients · 101-250 to 251-500
Oct 30, 2023 to Jan 29, 2024
Discretionary RAUM · $252M to $315M
Oct 30, 2023 to Jan 29, 2024
HNW RAUM · $162M to $202M
Oct 30, 2023 to Jan 29, 2024
Individual RAUM · $85.9M to $104M
Oct 30, 2023 to Jan 29, 2024
RAUM · $252M to $315M
Oct 30, 2023 to Jan 29, 2024
Accounts · 1,059 to 1,160
Dec 1, 2022 to Feb 27, 2023

Signals

2 dated events

Matthew Wright left Logan Park Wealth Management for Cahill Financial Advisors, Inc. (registered 2025-10-01)
Jan 9, 2025 · Advisor changed firm · fact
Logan Park Wealth Management filed its initial SEC registration (Form ADV)
Nov 13, 2018 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: contact.us@lpwm.comreportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 612-315-2105reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 612-338-5476reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: linkedin.com/company/logan-park-wealth-management/?viewAsMemreportedpublic record, Form ADV, Sep 17, 2026
Website: lpwm.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: (612) 315-2105reportedpublic record, Form ADV, Sep 2, 2026
Contact form: lpwm.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $155Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026