HIGHLANDS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 156428
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.08%
- Individuals27.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Highlands Wealth Advisors, LLC is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates as an LLC with an owner-classified as an individual and charges clients on a percentage-of-AUM fee basis. Its client base is retail-focused rather than institutional: individuals and families are the primary population served. Highlands does not identify as an active ESG investor, is not positioned as a pension consultant, and does not report being a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds48%
- US Government Bonds22%
- Exchange Traded Equities21%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Contacts
2 of 2ELLEN GORDON
InvestorCRD 5898682
PETER GORDON
Founding PrincipalCRD 5610258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 9920 Pacific Heights Blvd
- Time zone
- PT (UTC-8)
- Office locations
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