HIGH NOTE WEALTH, LLC

18258 Minnetonka Boulevard
Suite 200
Deephaven, Minnesota 55391-3359
Tel: (952) 224-7970

About HIGH NOTE WEALTH, LLC

HIGH NOTE WEALTH, LLC, formally registered with the SEC as HIGH NOTE WEALTH, LLC. The firm was established in 11/05/2019. They have over 1 offices throughout the country.

HIGH NOTE WEALTH, LLC is a Deephaven, Minnesota based Financial Planning firm with nearly $505,698,806 assets under management, offering retirement planning & investment advisory services to 1142 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305768
SEC#	801-117495
Assets Managed by Firm	$505,698,806
No. of Clients	1142
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1142	$505,698,806
Individuals (other than high net worth individuals)	52	$28,510,872
High net worth individuals	210	$475,980,867
Charitable organizations	2	$1,207,067

More Retirement Planning firms in Deephaven, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

Explore More Retirement Advisors in Deephaven, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.