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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Highroad Wealth Advisors LLC
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|---|---|
| CRD # | 331566 |
| SEC # | 801-130463 |
| CIK # | |
| AUM | $171.0 M (2025-05-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 541-266-7623 |
| Address | 170 S 2nd Street, Suite 201 Coos Bay, OR 97420 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 18.1 |
| (b) Individuals (high net worth individuals) | 65 | 152.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 171.0 |
| By Discretionary | ||
| Discretionary | 315 | 171.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 171.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.0 | |
| Total | 315 | 171.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Radius Wealth Management Inc
✚
|
MA | 0.2 |
|
Donald W Nicholson & Associates Ltd
✚
|
DE | 0.2 |
|
Schwallier Wealth Management LLC
✚
|
MI | 0.2 |
|
Signal Tree Financial Partners LLC
✚
|
OH | 0.2 |
|
Pinnacle Portfolio Advisors LLC
✚
|
0.2 | |
|
Integrity Wealth Partners LLC
✚
|
CA | 0.2 |
|
Lexington Hill Partners LLC
✚
|
TX | 0.2 |
|
Granite Financial Group LLC
✚
|
WI | 0.2 |
|
Clarity Wealth Development LLC
✚
|
OR | 0.2 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.2 |