Highroad Wealth Advisors, LLC

RIASEC Registered

Total AUM

$189M

Discretionary

$189M

100% of AUM

Avg account

$593K

Accounts

318

Employees

3

Advisory reps

3

Firm details

Headquarters: Coos Bay, Oregon
CRD number: 331566
Registered since: June 13, 2024
Website: www.highroadwa.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: HNWI91.58%
Individuals8.24%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Highroad Wealth Advisors, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm charges fees based on a percentage of assets under management and serves both individual and family clients as well as institutional relationships. Its advisory capabilities emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Highroad reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds91%
Exchange Traded Equities7%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 28

Active vs passive

$125M in ETFs

Passive

99%

$124M

Active

0%

$1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD S&P 500 ETF (VOO)	Vanguard	Passive	Large Blend	$34.9M	49,809	27.84%

Unlock additional holdings →

Primary office

Coos Bay, OR

Coos

Location

Coos Bay, OR

Headquartered in Coos Bay, OR, in the West of the United States.

Region: West
County: Coos
Address: 170 S 2nd St
Time zone: PT (UTC-8)
Office locations

Similar firms

Crown Point Wealth Advisors

Hood River, OR

AUM $186MTEAM 3REPS 3

CLS Financial Advisors, Inc.

Portland, OR

AUM $192MTEAM 5REPS 3

Stonepine Capital Management, LLC

Bend, OR

AUM $181MTEAM 4REPS 3

Inman Financial Services, Inc.

Portland, OR

AUM $197MTEAM 5REPS 4

SMB Financial Services, Inc.

Portland, OR

AUM $178MTEAM 5REPS 5

Newbore Wealth Management, Inc.

Gladstone, OR

AUM $200MTEAM 3REPS 2

More RIAs in Coos Bay →All Oregon RIAs →