HIGHLAND MB WEALTH LLC

Overview

Highland Mb Wealth LLC is a small advisory firm that combines financial planning and portfolio management for individuals and small businesses with accounting services. The firm operates as a limited liability company and charges both a percentage of assets under management and hourly fees. Its investment posture favors equities, with the largest portion of assets held in exchange-traded securities. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Service emphasis is on personalized planning and portfolio oversight rather than large-scale institutional allocation. Given the accounting background reported in its business activities, Highland Mb Wealth LLC appears likely to integrate tax and recordkeeping considerations into client strategies and portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices