# HIGHLAND PRIVATE WEALTH MANAGEMENT

HIGHLAND PRIVATE WEALTH MANAGEMENT of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 109532
- Type: SEC-registered investment adviser
- SEC file number: 801-56450
- Location: 10900 NE 8TH STREET, SUITE 1122, BELLEVUE, WA, 98004
- Phone: 425-739-6500
- Latest filing: 2022-09-06
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $15.1M
- Clients: 16
- Accounts: 1,408

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| CHRISTIANSON JOHN CHRIS | CHIEF COMPLIANCE OFFICER & PRESIDENT; PRESIDENT; PRESIDENT, CEO (+2 more) | — |
| RUBY DAVID PHILIP | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT/CCO | — |
| GREENE KEVIN ROBERT | CCO; CCO AND SHAREHOLDER | — |
| SCHAAF TINA LEE | CHIEF COMPLIANCE OFFICER | — |
| WUFLESTAD ROBERT MARK | CHIEF OPERATING OFFICER | — |
| EDGBERT JEFFREY WARREN | CHIEF COMPLIANCE OFFICER | — |
| MILOJEVICH MICHAEL LEE | SHAREHOLDER | — |
| WICKS BENJAMIN | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109532/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109532/similar
- Related entities: https://search.stillhousedata.com/firm/109532/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109532

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.