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| High Note Wealth LLC
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|---|---|
| CRD # | 305768 |
| SEC # | 801-117495 |
| CIK # | 0001807283 |
| AUM | 683.5 M (2026-03-30) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 952-224-7970 |
| Address | 18258 Minnetonka Boulevard Deephaven, MN 55391-3359 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 19.1 | |
| Alphabet Inc | 14.6 | |
| Palantir Technologies Inc | 9.8 | |
| Amazon Com Inc | 9.4 | |
| J P Morgan Chase & Co | 8.5 | |
| Microsoft Corp | 8.3 | |
| Wal Mart Stores Inc | 8.1 | |
| Autozone Inc | 7.0 | |
| Nvidia Corp | 6.8 | |
| United Technologies Corp /DE/ | 5.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 38.7 |
| (b) Individuals (high net worth individuals) | 184 | 634.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,264 | 683.5 |
| By Discretionary | ||
| Discretionary | 1,264 | 683.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,264 | 683.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 683.5 | |
| Total | 1,264 | 683.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001807283] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MD | 681.7 M |
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