Highwind Wealth Management
RIAState Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$242K
Accounts
95
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335485
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.33%
- Individuals21.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Highwind Wealth Management is an independent, owner-operated wealth advisory firm organized as an LLC and focused on serving individuals and families. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-assets and flat fees. It is state-registered in Massachusetts and North Carolina and identifies as an active ESG investor. Highwind is not operating as a capital allocator; its model centers on direct client advisory and portfolio implementation.
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 Equities81%
- Private Funds15%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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