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HighMark Wealth Management LLC

Company Details

Name: HighMark Wealth Management LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 22 Jun 2012 (13 years ago)
Company Number: 37d319f0-92bc-e111-afc0-001ec94ffe7f
File Number: 494849300024
Registered Office Address: 30 E 7th Str #3535, St Paul, MN 55101, USA
Principal Executive Office Address: STE 3535, 30 7TH ST E, SAINT PAUL, MN 55101–4971, USA
ZIP code: 55101
County: Ramsey County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
1802451 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101 651-829-3300

Filings since 2024-10-17

Form type 13F-HR
File number 028-20210
Filing date 2024-10-17
Reporting date 2024-09-30
File View File

Filings since 2024-07-30

Form type N-PX
File number 028-20210
Filing date 2024-07-30
Reporting date 2024-06-30
File View File

Filings since 2024-07-29

Form type 13F-HR
File number 028-20210
Filing date 2024-07-29
Reporting date 2024-06-30
File View File

Filings since 2024-04-29

Form type 13F-HR
File number 028-20210
Filing date 2024-04-29
Reporting date 2024-03-31
File View File

Filings since 2024-01-23

Form type 13F-HR
File number 028-20210
Filing date 2024-01-23
Reporting date 2023-12-31
File View File

Filings since 2023-10-18

Form type 13F-HR
File number 028-20210
Filing date 2023-10-18
Reporting date 2023-09-30
File View File

Filings since 2023-07-26

Form type 13F-HR
File number 028-20210
Filing date 2023-07-26
Reporting date 2023-06-30
File View File

Filings since 2023-04-21

Form type 13F-HR
File number 028-20210
Filing date 2023-04-21
Reporting date 2023-03-31
File View File

Filings since 2023-02-02

Form type 13F-HR
File number 028-20210
Filing date 2023-02-02
Reporting date 2022-12-31
File View File

Filings since 2022-10-21

Form type 13F-HR
File number 028-20210
Filing date 2022-10-21
Reporting date 2022-09-30
File View File

Filings since 2022-07-19

Form type 13F-HR
File number 028-20210
Filing date 2022-07-19
Reporting date 2022-06-30
File View File

Filings since 2022-04-25

Form type 13F-HR
File number 028-20210
Filing date 2022-04-25
Reporting date 2022-03-31
File View File

Filings since 2022-01-20

Form type 13F-HR
File number 028-20210
Filing date 2022-01-20
Reporting date 2021-12-31
File View File

Filings since 2021-11-01

Form type 13F-HR
File number 028-20210
Filing date 2021-11-01
Reporting date 2021-09-30
File View File

Filings since 2021-08-02

Form type 13F-HR
File number 028-20210
Filing date 2021-08-02
Reporting date 2021-06-30
File View File

Filings since 2021-04-22

Form type 13F-HR
File number 028-20210
Filing date 2021-04-22
Reporting date 2021-03-31
File View File

Filings since 2021-01-27

Form type 13F-HR
File number 028-20210
Filing date 2021-01-27
Reporting date 2020-12-31
File View File

Filings since 2020-11-19

Form type 13F-HR/A
File number 028-20210
Filing date 2020-11-19
Reporting date 2020-03-31
File View File

Filings since 2020-10-26

Form type 13F-HR
File number 028-20210
Filing date 2020-10-26
Reporting date 2020-09-30
File View File

Filings since 2020-07-22

Form type 13F-HR
File number 028-20210
Filing date 2020-07-22
Reporting date 2020-06-30
File View File

Filings since 2020-04-30

Form type 13F-HR
File number 028-20210
Filing date 2020-04-30
Reporting date 2020-03-31
File View File

Filings since 2020-03-19

Form type 13F-HR
File number 028-20210
Filing date 2020-03-19
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HIGHMARK WEALTH MANAGEMENT 401(K) 2023 455553673 2024-09-04 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2024-09-03
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-03
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN 2023 455553673 2024-09-04 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2024-09-03
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-03
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN 2022 455553673 2023-08-21 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2023-08-17
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-17
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT 401(K) 2022 455553673 2023-08-21 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2023-08-17
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-17
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN 2021 455553673 2022-06-13 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2022-06-13
Name of individual signing TODD E. ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-13
Name of individual signing TODD E. ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT 401(K) 2021 455553673 2022-06-13 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2022-06-13
Name of individual signing TODD E. ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-13
Name of individual signing TODD E. ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN 2020 455553673 2021-07-07 HIGHMARK WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2021-07-06
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-06
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT 401(K) 2020 455553673 2021-07-07 HIGHMARK WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2021-07-06
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-06
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT 401(K) 2019 455553673 2020-04-16 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2020-04-16
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-16
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
HIGHMARK WEALTH MANAGEMENT 401(K) 2018 455553673 2019-10-04 HIGHMARK WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6518293300
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3535, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2019-10-03
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-03
Name of individual signing TODD ARENS
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Todd Arens Manager STE 3535, 30 7TH ST E, SAINT PAUL, MN 55101–4971, USA

Agent

Name Role
Todd Edward Arens Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Amendment - Limited Liability Company (Domestic) 2012-07-27
Original Filing - Limited Liability Company (Domestic) (Business Name: HighMark Wealth Management LLC) 2012-06-22

Date of last update: 14 Jan 2025

Sources: Minnesota's Official State Website