# HighPointe Wealth

HighPointe Wealth is a RIA based in Vista.

## Overview

- **Organization type:** RIA
- **Headquarters:** Vista
- **Assets under management:** Undisclosed
- **Website:** https://highpointewealth.com
- **LinkedIn:** https://www.linkedin.com/company/burtongranthamea

## Regulatory record

- **CRD number:** 300247
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300247

## About

HighPointe Wealth is an independent investment advisory and financial planning firm located in Vista, CA. The firm specializes in financial planning and investment management services. It intentionally limits its practice to 75 clients and operates as a fiduciary providing ethical, independent financial advice. It combines comprehensive financial planning, tax preparation, and investing for integrated wealth management.

## Sectors

- Financial Planning
- Investment Management
- Tax Preparation

## Questions

### What investment strategy does HighPointe Wealth pursue?

No asset-class allocation, sector preference, or portfolio-company name is attributable to HighPointe Wealth from public sources. The firm generates no deal announcements, no fund-closing press releases, and no co-investment disclosures. Its strategy — whether direct, fund-of-funds, or hybrid — is unobservable without information shared directly by the firm or a counterparty.

## Related profiles

- [Highway Holdings](https://altss.com/profile/highway-holdings-ltd)

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Last updated: 2026-08-11T15:06:57.816Z

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