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HIGHROAD WEALTH ADVISERS, LLC
CRD 149362 · SEC 801-78007
70 LINDEN OAKS, 3RD FLOOR, ROCHESTER, NY, 14625, United States
Phone
585-261-0218
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.8M
Discretionary AUM
$15.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $15.3M |
Official SEC filing: View on IAPD