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HIGHLANDS WEALTH ADVISORS, LLC
CRD 156428
9920 PACIFIC HEIGHTS BLVD, SUITE 150, SAN DIEGO, CA, 92121, United States
Phone
(858) 794-1454
Fax
858-263-3201
Registration
— (—)
Source
State registered
Total AUM
$33.3M
Discretionary AUM
$33.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $9.3M |
| High net worth individuals | 6 | $24.0M |
All web addresses on file
Official SEC filing: View on IAPD