HIGHLANDS WEALTH ADVISORS, LLC

HIGHLANDS WEALTH ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 156428). Regulatory assets under management: $33.3M.

Registration

• CRD: 156428
• Type: Registered investment adviser
• Location: 9920 PACIFIC HEIGHTS BLVD, SAN DIEGO, CA, 92121
• Phone: (858) 794-1454
• Latest filing: 2026-02-04
• Regulatory AUM: $33.3M
• Discretionary AUM: $33.3M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156428 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search