18258 Minnetonka Boulevard
Suite 200
Deephaven, Minnesota 55391-3359
Tel: (952) 224-7970
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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