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HIGHLAND WEALTH ADVISORY LLC
CRD 154031
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $0 |
All web addresses on file
Official SEC filing: View on IAPD