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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 6, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDGBERT, JEFFREY, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| GREENE, MICHAEL, ROBERT | I | CCO | NA | Control |
| RUBY, DAVID, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| RUBY, DAVID, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| RUBY, DAVID, PHILIP | I | VICE PRESIDENT | NA | |
| RUBY, DAVID, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| RUBY, DAVID, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHAAF, TINA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WUFLESTAD, ROBERT, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| WUFLESTAD, ROBERT, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| WUFLESTAD, ROBERT, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| WUFLESTAD, ROBERT, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| WUFLESTAD, ROBERT, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| WUFLESTAD, ROBERT, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO, CCO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| CHRISTIANSON, JOHN, CHRIS | I | PRESIDENT, CEO | E | Control |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| NCF CORP TTEE, NCF CHARITABLE TRUST | DE | OWNER OF NON-VOTING MINORITY STAKE | B | |
| GREENE, MICHAEL, ROBERT | I | CCO AND SHAREHOLDER | A | Control |
| GREENE, MICHAEL, ROBERT | I | CCO AND SHAREHOLDER | A | Control |
| MILOJEVICH, MICHAEL, LEE | I | SHAREHOLDER | A | |
| MILOJEVICH, MICHAEL, LEE | I | SHAREHOLDER | A | |
| WICKS, BENJAMIN | I | SHAREHOLDER | A | |
| WICKS, BENJAMIN | I | SHAREHOLDER | A |
Registrations
Federal
IA
Sep 6, 2022 REGISTERED
Notice Filings (7)
CA ID LA OR TX VT WA
Address
10900 NE 8TH STREETSUITE 1122
BELLEVUE, WA 98004
United States
Phone: 425-739-6500