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Highlands Wealth Advisors
HIGHLANDS WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SAN DIEGO, CA. The firm manages approximately $33 million in regulatory assets.
Highlands Wealth Advisors
HIGHLANDS WEALTH ADVISORS, LLC is an SEC-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
What type of firm is Highlands Wealth Advisors?
Highlands Wealth Advisors is registered as an RIA (Registered Investment Adviser) structured as a multi-family office, meaning it provides financial planning and investment management to multiple families rather than a single family. Its legal entity is an LLC.
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 using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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