HIGHROAD WEALTH ADVISERS, LLC

Overview

Highroad Wealth Advisers, LLC is a small, fee-based registered investment adviser that provides discretionary portfolio management for individuals, families and small businesses. The firm runs a concentrated, boutique practice: its business model is built around percentage-of-assets fees and delegated investment authority rather than one-off financial planning or pension consulting. Highroad does not position itself as an ESG investor and is not structured as a multi-state or related adviser; its owner structure is individual-led and the firm operates under an LLC. Investment activity is heavily weighted toward pooled public funds and mutual funds as core portfolio holdings. The adviser reports managing essentially only discretionary assets and uses outside custodial infrastructure rather than maintaining its own trading or execution platform. Given the small client base and relatively large per-client asset levels, the firm targets high-net-worth households and small business owner relationships rather than mass-market or institutional mandates.

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