HIGHLAND PRIVATE WEALTH MANAGEMENT

BELLEVUE, Washington·6 registered advisors·CRD# 109532
SEC# 801-564500425-739-6500
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HIGHLAND PRIVATE WEALTH MANAGEMENT

6 registered advisors
Benjamin Wicks
BELLEVUE, Washington
Jeffrey Warren Edgbert
BELLEVUE, Washington
John Chris Christianson
BELLEVUE, Washington
Michael Lee Milojevich
BELLEVUE, Washington
Michael Robert Greene
BELLEVUE, Washington
Robert Mark Wuflestad
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
6 advisors

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Data sourced from SEC Form ADV filings. HIGHLAND PRIVATE WEALTH MANAGEMENT (CRD# 109532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.