RIA · CRD 149362SEC-Registered

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Highroad Wealth Advisers

Highroad Wealth Advisers, LLC is an SEC-registered investment adviser in Rochester, NY. The firm manages approximately $16 million in regulatory assets.

Highroad Wealth Advisers

Highroad Wealth Advisers, LLC is an SEC-registered investment adviser in Rochester, NY. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who leads investment decisions at Highroad Wealth Advisers?

Highroad Wealth Advisers does not publicly name its investment committee or chief investment officer. No principal or portfolio manager is listed on the firm's registration or in media reports, so the identity of the decision-maker is unknown (public record).

What assets under management does Highroad report?

Highroad Wealth Advisers has not disclosed its AUM in any public filing, press release, or regulatory filing reviewed. The firm's scale is therefore undisclosed (per SEC filing data).

How does Highroad source investment opportunities?

Highroad's sourcing and research process is not publicly described. As an RIA, it may rely on external managers, model portfolios, or in-house research, but no specific deal flow or proprietary sourcing model has been reported (public record).

Is Highroad a single-family office or a multi-client RIA?

Highroad Wealth Advisers is registered as an RIA, indicating it serves multiple clients. However, the firm has not confirmed whether it operates as a multi-family office or as a standard wealth management practice (public record).

Does Highroad make direct private investments?

No direct private investments by Highroad Wealth Advisers have been identified in public filings or news reports. The firm's investment activities are undisclosed (public record).

Profile maintained by 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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