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HIGHLAND WEALTH ADVISORY LLC

CRD 154031

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70 LINDEN OAKS, ROCHESTER, NY, 14625, United States

Phone

585-752-1235

Fax

585-625-0860

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals55$0

All web addresses on file

Official SEC filing: View on IAPD