HIGHLAND PRIVATE WEALTH MANAGEMENT
CRD #109532 SEC #801-56450 BELLEVUE, WA 425-739-6500
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
16
Clients
101
Accounts
1,408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $1.3B | $1.3B | $15.1M | 16 | 1 |
| Mar 2022 | $1.3B | $1.3B | $15.1M | 16 | 1 |
| May 2021 | $1B | $1B | $8.3M | 14 | 2 |
| Apr 2021 | $1B | $1B | $8.3M | 14 | 2 |
| Mar 2021 | $1B | $1B | $8.3M | 14 | 2 |
| Oct 2020 | $816.8M | $786.9M | $29.9M | 14 | 2 |
| Jun 2020 | $816.8M | $786.9M | $29.9M | 14 | 2 |
| Mar 2020 | $816.8M | $786.9M | $29.9M | 14 | 2 |
| Jan 2020 | $598.3M | $567.6M | $30.7M | 8 | 2 |
| Mar 2019 | $598.3M | $567.6M | $30.7M | 8 | 2 |
| Mar 2018 | $539.6M | $533.9M | $5.8M | 8 | 2 |
| Sep 2017 | $472.6M | $441.5M | $31.1M | 8 | 26 |
| Mar 2017 | $472.6M | $441.5M | $31.1M | 8 | 26 |
| Mar 2016 | $451.2M | $419.3M | $31.9M | 8 | 26 |
| Mar 2016 | $439.6M | $408.9M | $30.7M | 9 | 26 |
| Dec 2015 | $439.6M | $408.9M | $30.7M | 9 | 26 |
| Apr 2015 | $439.6M | $408.9M | $30.7M | 9 | 26 |
| Apr 2015 | $439.6M | $408.9M | $30.7M | 9 | 26 |
| Feb 2015 | $395M | $369M | $26M | 9 | 26 |
| Mar 2014 | $395M | $369M | $26M | 9 | 26 |
| Mar 2014 | $395M | $369M | $26M | 9 | 26 |
| Aug 2013 | $351.8M | $332.7M | $19.1M | 10 | 26 |
| Apr 2013 | $351.8M | $332.7M | $19.1M | 7 | 26 |
| Jun 2012 | $331.3M | $306.6M | $24.7M | 6 | 26 |
| Mar 2012 | $331.3M | $306.6M | $24.7M | 6 | 26 |
| May 2011 | $314.9M | $306.7M | $8.2M | 10 | -- |
| Apr 2011 | $314.9M | $306.7M | $8.2M | 10 | -- |
| Dec 2010 | $290.1M | $241.7M | $48.4M | 10 | -- |
| Feb 2010 | $290.1M | $241.7M | $48.4M | 10 | -- |
| Mar 2009 | $271.5M | $187.6M | $84M | 10 | -- |
| Mar 2008 | $422.2M | $310M | $112.2M | 10 | -- |
| Jun 2007 | $377M | $269.2M | $107.8M | 10 | -- |
| Mar 2007 | $377M | $269.2M | $107.8M | 10 | -- |
| Mar 2006 | $330.1M | $237.9M | $92.2M | 5 | -- |
| Apr 2004 | $221.3M | $125.3M | $96M | 5 | -- |
| Mar 2002 | $186.7M | $133.7M | $53M | 5 | -- |
DateSep 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.1M
Employees16
Clients1
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15.1M
Employees16
Clients1
DateMay 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$8.3M
Employees14
Clients2
DateApr 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$8.3M
Employees14
Clients2
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$8.3M
Employees14
Clients2
DateOct 2020
Total AUM$816.8M
Discretionary$786.9M
Non-Disc.$29.9M
Employees14
Clients2
DateJun 2020
Total AUM$816.8M
Discretionary$786.9M
Non-Disc.$29.9M
Employees14
Clients2
DateMar 2020
Total AUM$816.8M
Discretionary$786.9M
Non-Disc.$29.9M
Employees14
Clients2
DateJan 2020
Total AUM$598.3M
Discretionary$567.6M
Non-Disc.$30.7M
Employees8
Clients2
DateMar 2019
Total AUM$598.3M
Discretionary$567.6M
Non-Disc.$30.7M
Employees8
Clients2
DateMar 2018
Total AUM$539.6M
Discretionary$533.9M
Non-Disc.$5.8M
Employees8
Clients2
DateSep 2017
Total AUM$472.6M
Discretionary$441.5M
Non-Disc.$31.1M
Employees8
Clients26
DateMar 2017
Total AUM$472.6M
Discretionary$441.5M
Non-Disc.$31.1M
Employees8
Clients26
DateMar 2016
Total AUM$451.2M
Discretionary$419.3M
Non-Disc.$31.9M
Employees8
Clients26
DateMar 2016
Total AUM$439.6M
Discretionary$408.9M
Non-Disc.$30.7M
Employees9
Clients26
DateDec 2015
Total AUM$439.6M
Discretionary$408.9M
Non-Disc.$30.7M
Employees9
Clients26
DateApr 2015
Total AUM$439.6M
Discretionary$408.9M
Non-Disc.$30.7M
Employees9
Clients26
DateApr 2015
Total AUM$439.6M
Discretionary$408.9M
Non-Disc.$30.7M
Employees9
Clients26
DateFeb 2015
Total AUM$395M
Discretionary$369M
Non-Disc.$26M
Employees9
Clients26
DateMar 2014
Total AUM$395M
Discretionary$369M
Non-Disc.$26M
Employees9
Clients26
DateMar 2014
Total AUM$395M
Discretionary$369M
Non-Disc.$26M
Employees9
Clients26
DateAug 2013
Total AUM$351.8M
Discretionary$332.7M
Non-Disc.$19.1M
Employees10
Clients26
DateApr 2013
Total AUM$351.8M
Discretionary$332.7M
Non-Disc.$19.1M
Employees7
Clients26
DateJun 2012
Total AUM$331.3M
Discretionary$306.6M
Non-Disc.$24.7M
Employees6
Clients26
DateMar 2012
Total AUM$331.3M
Discretionary$306.6M
Non-Disc.$24.7M
Employees6
Clients26
DateMay 2011
Total AUM$314.9M
Discretionary$306.7M
Non-Disc.$8.2M
Employees10
Clients--
DateApr 2011
Total AUM$314.9M
Discretionary$306.7M
Non-Disc.$8.2M
Employees10
Clients--
DateDec 2010
Total AUM$290.1M
Discretionary$241.7M
Non-Disc.$48.4M
Employees10
Clients--
DateFeb 2010
Total AUM$290.1M
Discretionary$241.7M
Non-Disc.$48.4M
Employees10
Clients--
DateMar 2009
Total AUM$271.5M
Discretionary$187.6M
Non-Disc.$84M
Employees10
Clients--
DateMar 2008
Total AUM$422.2M
Discretionary$310M
Non-Disc.$112.2M
Employees10
Clients--
DateJun 2007
Total AUM$377M
Discretionary$269.2M
Non-Disc.$107.8M
Employees10
Clients--
DateMar 2007
Total AUM$377M
Discretionary$269.2M
Non-Disc.$107.8M
Employees10
Clients--
DateMar 2006
Total AUM$330.1M
Discretionary$237.9M
Non-Disc.$92.2M
Employees5
Clients--
DateApr 2004
Total AUM$221.3M
Discretionary$125.3M
Non-Disc.$96M
Employees5
Clients--
DateMar 2002
Total AUM$186.7M
Discretionary$133.7M
Non-Disc.$53M
Employees5
Clients--