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HIGH NOTE WEALTH, LLC
CRD 305768 · SEC 801-117495
18258 MINNETONKA BOULEVARD, SUITE 200, DEEPHAVEN, MN, 55391-3359, United States
Phone
(952) 224-7970
Fax
(952) 856-5085
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$683.5M
Discretionary AUM
$683.5M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $38.7M |
| High net worth individuals | 184 | $634.6M |
| Charitable organizations | 1 | $648K |
| Corporations/business entities | 3 | $9.6M |
States served
MN, WI, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD