HIGHPOINTE WEALTH

HIGHPOINTE WEALTH is an SEC-registered investment adviser (CRD 300247). Regulatory assets under management: $24.1M.

Registration

• CRD: 300247
• Type: Registered investment adviser
• Phone: (760) 473-6689
• Latest filing: 2026-03-25
• Regulatory AUM: $24.1M
• Discretionary AUM: $24.1M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300247 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search