# Highland Wealth Management

Highland Wealth Management is an Asset Manager based in Houston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, Texas, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** highlandwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/highland-wealth-management

## Regulatory record

- **CRD number:** 298316
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298316

## About

We are an independent, full service financial investment & wealth management firm headquartered in Plano, TX. We strive to bring quality client service back to the fore front as a priority in this industry. We offer strength in independence through the Williams Financial Group.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Hedge Funds

## People

- Drew Masterson — President
- Trust G. Masterson III — Chairman
- Tim Masterson — Chief Investment Officer

## Questions

### Who runs investment decisions at Highland Wealth Management?

Tim Masterson serves as Chief Investment Officer, while Drew Masterson is President and Trust G. Masterson III is Chairman. The firm is managed by the Masterson family across generations, centralizing investment and advisory decisions within this leadership group.

### How does Highland Wealth Management source its real estate and private capital deals?

Highland channels capital through its network tied to the Texas and Sun Belt markets, focusing on direct income-producing commercial and multifamily real estate. Larger private credit and private equity allocations are sourced through external fund commitments, though the firm does not publicly disclose its manager roster.

### Does Highland Wealth Management disclose its assets under management?

No. Highland does not publicly publish a figure for assets under advisement or management, and no third-party publication has reported a verified number. The firm maintains a low public profile in terms of financial disclosures.

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Last updated: 2026-06-03T20:00:00.000Z

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