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| Highroad Wealth Advisors LLC
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|---|---|
| CRD # | 331566 |
| SEC # | 801-130463 |
| CIK # | 0002079807 |
| AUM | 188.5 M (2026-01-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 541-266-7623 |
| Address | 170 S 2nd Street, Suite 201 Coos Bay, OR 97420 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Patrick Industries Inc | 1.6 | ||
| Apple Inc | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Cummins Inc | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Caterpillar Inc | 0.7 | ||
| TJX Companies Inc /DE/ | 0.6 | ||
| Tesla Motors Inc | 0.6 | ||
| Amazon Com Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 15.5 |
| (b) Individuals (high net worth individuals) | 69 | 172.6 |
| (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 | 0.3 |
| (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 | 318 | 188.5 |
| By Discretionary | ||
| Discretionary | 318 | 188.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 318 | 188.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.5 | |
| Total | 318 | 188.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079807] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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