HIGHROAD WEALTH ADVISERS, LLC

HIGHROAD WEALTH ADVISERS, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 149362). Regulatory assets under management: $15.8M.

Registration

• CRD: 149362
• SEC file number: 801-78007
• Type: Registered investment adviser
• Location: 70 LINDEN OAKS, ROCHESTER, NY, 14625
• Phone: 585-261-0218
• Latest filing: 2026-02-20
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.8M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 149362 on SEC IAPD (source of record)
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