HIGHLAND WEALTH ADVISORY LLC

HIGHLAND WEALTH ADVISORY LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 154031).

Registration

• CRD: 154031
• Type: Registered investment adviser
• Location: 70 LINDEN OAKS, ROCHESTER, NY, 14625
• Phone: 585-752-1235
• Latest filing: 2026-03-26
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search