RIA Intel›Advisers›North Carolina›HIGHWIND WEALTH MANAGEMENT, LLC

HIGHWIND WEALTH MANAGEMENT, LLC

Advisory

NC

Data as of Jul 15, 2026 · Source: SEC Form ADV

Average account
$242K
across 95 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
32
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$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

OLDE TOWNE FINANCIAL MANAGEMENT CO.
GREENSBORO, NC
$23M
CROSSROADS FINANCIAL SERVICES LLC
$23M
RELIANCE FINANCIAL GROUP, INC.
$23M
GRIGGS CAPITAL MANAGEMENT, LLC
CHARLOTTE, NC
$23M
-20.3% 1Y
PARABLA, LLC
OAK RIDGE, NC
$23M
BOOKMAN BRIGHT, INC.
DAVIDSON, NC
$23M

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