Overview
Assets Under Management: $506 million
Headquarters: DEEPHAVEN, MN
High-Net-Worth Clients: 179
Average Client Assets: $3 million
Frequently Asked Questions
HIGH NOTE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305768), HIGH NOTE WEALTH, LLC is subject to fiduciary duty under federal law.
HIGH NOTE WEALTH, LLC is headquartered in DEEPHAVEN, MN.
HIGH NOTE WEALTH, LLC serves 179 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, HIGH NOTE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HIGH NOTE WEALTH, LLC manages $506 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, HIGH NOTE WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,142
Discretionary Accounts: 1,142
Regulatory Filings
CRD Number: 305768
Last Filing Date: 2025-02-18 00:00:00
Website: https://highnotewealth.com