HIGHLAND MB WEALTH LLC

HIGHLAND MB WEALTH LLC of TORRANCE, CA is an SEC-registered investment adviser (CRD 299209). Regulatory assets under management: $10.7M.

Registration

• CRD: 299209
• Type: Registered investment adviser
• Location: 24050 MADISON ST, TORRANCE, CA, 90505
• Phone: 4249668379
• Latest filing: 2026-01-14
• Regulatory AUM: $10.7M
• Discretionary AUM: $10.7M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 299209 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search