Highland Mb Wealth LLC
RIAState Registered
Total AUM
$10.7M
Discretionary
$10.7M
100% of AUM
Avg account
$2.1M
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Torrance, California
- CRD number
- 299209
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Highland Mb Wealth LLC is a California-based limited liability company that offers financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm lists accounting among its business activities and is affiliated with the accounting profession. Its owner structure is individual-owned and it charges clients on a percentage-of-AUM basis as well as by the hour.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Torrance, CA
Los Angeles
Location
Torrance, CA
Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 24050 Madison St
- Time zone
- PT (UTC-8)
- Office locations
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