# Highroad Wealth Advisers

Highroad Wealth Advisers is a RIA based in Coos Bay.

## Overview

- **Organization type:** RIA
- **Headquarters:** Coos Bay
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** highroadwa.com

## Regulatory record

- **CRD number:** 149362
- **SEC file number:** 801-78007
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149362

## About

HighRoad Wealth Advisors, LLC is an independent financial services company and Registered Investment Advisor specializing in Investment Management and Wealth Planning. It was created with a client-first focus so clients can feel comfortable that the corporate focus is centered on their success. The firm provides personalized investment management and financial planning services to high-net-worth individuals, families, and institutions.

## People

- Jason Finnigan — Co-Founder, Investment Advisor Representative
- Josh Snoddy — Co-Founder, Investment Advisor Representative
- Jayden Frank — Investment Advisor Representative

## 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).

### 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).

## Related profiles

- [SCD Capital](https://altss.com/profile/scd-capital-inc)
- [BMR Global Wealth Management Group](https://altss.com/profile/bmr-global-wealth-management-group-inc)

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

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