Highland Wealth Advisors, LLC

Highland Wealth Advisors, LLC is a multi family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Highland Wealth Advisors, LLC

HIGHLAND WEALTH ADVISORS, LLC is an SEC-registered investment adviser. It has one office and employs one employee and one investment adviser.

General information

Firm type

Multi Family Office

Is Highland Wealth Advisors a single family office or multi-family office?

Based on its SEC registration as an RIA and the typical structure of such advisors, Highland Wealth Advisors appears to operate as a multi-family office serving multiple high-net-worth families rather than managing wealth for a single family.

What investment services does Highland Wealth Advisors provide?

As a registered investment advisor, the firm likely offers portfolio management, financial planning, retirement planning, and estate advisory. No specific service menu or strategy details are publicly available.

Does Highland Wealth Advisors publicly disclose its AUM?

No. The firm does not publish AUM data on any public source or database. Institutional allocators seeking this information would need to request it directly or consult SEC Form ADV filings.

Who are the principals of Highland Wealth Advisors?

The firm's principals have not been publicly named in any accessible source. No LinkedIn or website data is available to identify key executives or investment committee members.

Is Highland Wealth Advisors registered with any regulatory body?

Yes. The firm is registered as an investment advisor with the SEC, a status that requires adherence to the Investment Advisers Act of 1940 and periodic disclosure filings.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.