← Back to searchVisit website
HIGHROAD WEALTH ADVISORS, LLC
CRD 331566 · SEC 801-130463
170 S. 2ND STREET, SUITE 201, COOS BAY, OR, 97420, United States
Phone
541-266-7623
Fax
541-266-9173
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.5M
Discretionary AUM
$188.5M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $15.5M |
| High net worth individuals | 69 | $172.6M |
| Charitable organizations | 1 | $339K |
States served
OR, WA
All web addresses on file
Official SEC filing: View on IAPD