SourcingSourcing

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

C36
CRD 330050·SEC 801-130400·MINNEAPOLIS, MN
AUM
$1.07B
$1B+
Est. Revenue
$10.7M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CRD
330050
SEC file #
801-130400
EIN
460454087
DBA names
Parr Mcknight Wealth Management Group

Economics

AUM
$1.07B
AUM band
$1B+
AUM trajectory
'25'26
$952.4M → $1.07B▲ +12%
Client mix
Individuals Other279
Individuals High Net Worth162
Pension Profit Sharing Plans162
Charitable Organizations5
Corporations5

Operations

Employees (total)
14
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'25'26
5 advisors → 10 advisors▲ +100%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
parrmcknightwmg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKNIGHT, BRIAN, CARL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
10
Control Persons
MCKNIGHT, BRIAN, CARL
PARR, ANTHONY, JASON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PARRMCKNIGHTWMG.COM
Rdap Domain Creation Date
2012-10-10T18:54:58Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001384042
Edgar Registered
Yes
Edgar Filing Count
77
Edgar First Filing Date
2008-02-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
74
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001062993-26-002606

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Business
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Edgar EIN
460454087
Edgar Recent Filings
13F-HR2026-05-14 · 0001062993-26-002606
13F-HR2026-02-11 · 0001062993-26-000798
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-10T18:54:58Z
Rdap Domain Last Changed
2025-09-11T06:29:01Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3068967
Trust Company Affiliate
No

People (11)

11
MCKNIGHT, BRIAN, CARL
IAR · Direct Owner · 37.5%
3068967
RUDI, JOHN, STEWART
IAR · Direct Owner · 37.5%
5210531
PARR, ANTHONY, JASON
IAR · Direct Owner · 37.5%
1867465
KAVANAGH, PATRICIA, LYNN
IAR · Executive Officer · 2.5%
6288825
MOEN, NELSON, THOMAS
IAR · Executive Officer · 2.5%
6454482
HIGGINS, ROSEANN
Executive Officer · 2.5%
2300684
JOE ENZLER
IAR
7354170
EMILY ANN NOYES
IAR
7177574
EMILY DOLAN
IAR
5171856
JOHN PATRICK OBRIEN
IAR
6612127
MINDY MARIE PROW
IAR
5057458