Overview
Assets Under Management: $189 million
Headquarters: GLENDALE, CO
High-Net-Worth Clients: 133
Average Client Assets: $0.3 million
Frequently Asked Questions
HIGHWATER WEALTH MANAGEMENT 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 #157237), HIGHWATER WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
HIGHWATER WEALTH MANAGEMENT LLC is headquartered in GLENDALE, CO.
HIGHWATER WEALTH MANAGEMENT LLC serves 133 high-net-worth clients according to their SEC filing dated February 01, 2018. View client details ↓
According to their SEC Form ADV, HIGHWATER WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
HIGHWATER WEALTH MANAGEMENT LLC manages $189 million in client assets according to their SEC filing dated February 01, 2018.
According to their SEC Form ADV, HIGHWATER WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.51%
Average Client Assets: $0.3 million
Total Client Accounts: 497
Discretionary Accounts: 490
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 157237
Filing ID: 1170424
Last Filing Date: 2018-02-01 11:46:00