HIGH NOTE WEALTH, LLC
CRD #305768 SEC #801-117495 DEEPHAVEN, MN (952) 224-7970
SEC Registered
Total AUM
$576.2M
Discretionary
$576.2M
Employees
8
Clients
251
Accounts
1,200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $576.2M | $576.2M | $0 | 8 | 0 |
| Mar 2025 | $576.2M | $576.2M | $0 | 8 | 0 |
| Feb 2025 | $505.7M | $505.7M | $0 | 8 | 0 |
| Sep 2024 | $505.7M | $505.7M | $0 | 8 | 0 |
| Mar 2024 | $505.7M | $505.7M | $0 | 8 | 0 |
| Oct 2023 | $491.2M | $491.2M | $0 | 7 | 0 |
| Aug 2023 | $491.2M | $491.2M | $0 | 7 | 0 |
| Mar 2023 | $491.2M | $491.2M | $0 | 7 | 0 |
| Oct 2022 | $434.1M | $433.9M | $214.7K | 7 | 0 |
| May 2022 | $434.1M | $433.9M | $214.7K | 7 | 0 |
| Apr 2022 | $434.1M | $433.9M | $214.7K | 7 | 0 |
| Mar 2022 | $434.1M | $433.9M | $214.7K | 7 | 0 |
| Nov 2021 | $347.5M | $347.5M | $0 | 6 | 0 |
| Jul 2021 | $347.5M | $347.5M | $0 | 6 | 0 |
| Jun 2021 | $347.5M | $347.5M | $0 | 6 | 0 |
| Mar 2021 | $347.5M | $347.5M | $0 | 6 | 0 |
| Aug 2020 | $181.5M | $181.5M | $0 | 6 | 0 |
| Jun 2020 | $181.5M | $181.5M | $0 | 6 | 0 |
| May 2020 | $181.5M | $181.5M | $0 | 6 | 0 |
| Apr 2020 | $181.5M | $181.5M | $0 | 6 | 0 |
| Mar 2020 | $181.5M | $181.5M | $0 | 6 | 0 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
| Oct 2019 | $0 | $0 | $0 | 6 | 0 |
| Oct 2019 | $0 | $0 | $0 | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
DateJul 2025
Total AUM$576.2M
Discretionary$576.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$576.2M
Discretionary$576.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$505.7M
Discretionary$505.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$505.7M
Discretionary$505.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$505.7M
Discretionary$505.7M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$491.2M
Discretionary$491.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$491.2M
Discretionary$491.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$491.2M
Discretionary$491.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$434.1M
Discretionary$433.9M
Non-Disc.$214.7K
Employees7
Clients0
DateMay 2022
Total AUM$434.1M
Discretionary$433.9M
Non-Disc.$214.7K
Employees7
Clients0
DateApr 2022
Total AUM$434.1M
Discretionary$433.9M
Non-Disc.$214.7K
Employees7
Clients0
DateMar 2022
Total AUM$434.1M
Discretionary$433.9M
Non-Disc.$214.7K
Employees7
Clients0
DateNov 2021
Total AUM$347.5M
Discretionary$347.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$347.5M
Discretionary$347.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$347.5M
Discretionary$347.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$347.5M
Discretionary$347.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0