Highlands Wealth Advisors, LLC

Overview

Highlands Wealth Advisors, LLC is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates as an LLC with an owner-classified as an individual and charges clients on a percentage-of-AUM fee basis. Its client base is retail-focused rather than institutional: individuals and families are the primary population served. Highlands does not identify as an active ESG investor, is not positioned as a pension consultant, and does not report being a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives