Unclaimed Profile

Benjamin Wicks

HIGHLAND PRIVATE WEALTH MANAGEMENT·BELLEVUE, Washington

Clean recordHIGHLAND PRIVATE WEALTH MANAGEMENT

10900 NE 8TH STREET, BELLEVUE, WA 98004CRD# 5268232Firm CRD# 109532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Wicks · BELLEVUE, WA

Registration

CRD #5268232 · HIGHLAND PRIVATE WEALTH MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Benjamin Wicks is a registered financial advisor based in BELLEVUE, Washington, affiliated with HIGHLAND PRIVATE WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HIGHLAND PRIVATE WEALTH MANAGEMENT

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIGHLAND PRIVATE WEALTH MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5268232

Firm CRD# 109532

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Frequently Asked Questions

What services does Benjamin Wicks offer?

Benjamin Wicks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Benjamin Wicks's credentials?

Benjamin Wicks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Wicks located?

Benjamin Wicks is based in BELLEVUE, Washington, working with HIGHLAND PRIVATE WEALTH MANAGEMENT. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Benjamin Wicks charge for services?

Benjamin Wicks's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLAND PRIVATE WEALTH MANAGEMENT?

HIGHLAND PRIVATE WEALTH MANAGEMENT has approximately 16 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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