LPWM LLC
Logan Park Wealth Management (LPWM LLC) is a registered investment adviser based in Minneapolis, Minnesota, founded in November 2018 by David M. Benning. The firm provides investment management and financial planning services to clients nationally, including individuals, families, businesses, and other institutions. Logan Park emphasizes transparency, professionalism, and integrity, and its team pursues continuing education and advanced training. As a boutique RIA, LPWM serves its clients with a commitment to clear communication and fiduciary responsibility.
Investment Strategy
Logan Park Wealth Management (LPWM LLC) employs a client-focused investment management approach, emphasizing asset allocation strategies to manage risk and enhance returns. The firm crafts tailored investment portfolios based on each client’s financial situation, objectives, and risk tolerance. While not guaranteeing profits or protection against loss, LPWM utilizes a diversified methodology, incorporating performance monitoring and adjustment when necessary. LPWM does not provide tax, legal, or accounting advice and encourages comprehensive financial planning for all clients.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD SCOTTSDALE FDS | 20.71% | $77.6M | 644,323 | $54.84 | $120.50 | +$8.8M |
I IVE | ISHARES TR | 17.48% | $65.5M | 317,272 | $142.29 | $206.51 | +$5.4M |
I IWS | ISHARES TR | 8.40% | $31.5M | 225,308 | $100.99 | $139.67 | +$2.2M |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.82% | $18.1M | 356,165 | $50.44 | $50.73 | +$111.6K |
I IEFA | ISHARES TR | 4.45% | $16.7M | 191,161 | $68.26 | $87.31 | +$1.3M |