Updated:
Highlands Wealth Advisors
HIGHLANDS WEALTH ADVISORS, LLC is a state-registered investment adviser in SAN DIEGO, CA. The firm manages approximately $33 million in regulatory assets.
Overview
HIGHLANDS WEALTH ADVISORS, LLC is a state-registered investment adviser in SAN DIEGO, CA. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
null
Country
null
City
San Diego
Corporate office
null
Frequently asked questions
Who runs Highlands Wealth Advisors?
The firm's principals and key decision-makers are not publicly named in any accessible source, including regulatory filings or corporate registrations as of 2025.
What is the AUM or assets overseen by Highlands Wealth Advisors?
No AUM figure is publicly available. The firm has not disclosed its assets under management or assets under advisement in any known filing or public communication.
Where is Highlands Wealth Advisors headquartered?
The firm's headquarters city and state are not confirmed in public records. Its registration as an LLC places it in the United States, but no specific address is obtainable.
Does Highlands Wealth Advisors invest directly or only advise?
As an RIA, Highlands Wealth Advisors primarily provides advice and portfolio management rather than acting as a direct investment vehicle. It is not known to participate in direct deals or fund commitments.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Highlands Wealth Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.