Highland Private Wealth Management Review

Trust Score 95%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Highland Private Wealth Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 7 advisors. Highland Private Wealth Management manages $598.3 million and provides investment advisory services for 151 clients (1:22 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $3,962,458
Hybrid Advisor No
Disciplinary History No
Total AUM $598.3 million
Advisor / Client Ratio 1:22
Headquarters Bellevue, WA
SEC Filings Forms and Brochures    (CRD # 109532)
State(s) Registered CA, LA, WA

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