HIGHROAD WEALTH ADVISORS, LLC
CRD #331566 SEC #801-130463 COOS BAY, OR 541-266-7623
SEC Registered
Total AUM
$171M
Discretionary
$171M
Employees
3
Clients
10
Accounts
315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $171M | $171M | $0 | 3 | 0 |
| Jan 2025 | $171.2M | $171.2M | $0 | 2 | 0 |
| Aug 2024 | $131M | $131M | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$171.2M
Discretionary$171.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0