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HIGHLANDS WEALTH ADVISORS, LLC

Advisory

SAN DIEGO, CA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in CA
#3,857
of 5,480 advisers by AUM
Average account
$476K
across 70 accounts
AUM per adviser
$33M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$33M
Discretionary %
100%
Clients
23
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

TATE CAPITAL GROUP, LLC
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$33M
BRAVE NEW WEALTH, LLC
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$33M
GERSTEN FINANCIAL PLANNING INC
$33M
REDWOOD GROVE CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA
$33M
0.0% 1Y
STRATEGY CAPITAL LLC
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$33M
0.0% 1Y
MARSHA LEE & COMPANY, INC.
PALM DESERT, CA
$33M

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