High Note Wealth, LLC

High Note Wealth, LLC (CRD# 305768) is a financial advisory firm headquartered in Deephaven, MN. They manage $505,698,806 in 1,142 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
18258 Minnetonka Boulevard, Suite 200, Deephaven, MN 55391
https://www.linkedin.com/company/high-note-wealth/
By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    1,142
    ACCOUNTS
  • Average Account Value
    $442,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MN, SD, TX, WI

Financial Advisors at High Note Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Forrester, financial advisor Deephaven MN
Michael W. Forrester
CRD#: 3261271
18258 Minnetonka Boulevard, Suite 200, Deephaven, MN 55391

Michael Forrester (CRD# 3261271) is an Investment Advisor Representative working at High Note Wealth, LLC in Deephaven, MN and has over 12 years of experience in the finance industry.

2
Katherine Schneewind, financial advisor Deephaven MN
Katherine F. Schneewind
CRD#: 2837901
18258 Minnetonka Boulevard, Suite 200, Deephaven, MN 55391

Katherine Schneewind (CRD# 2837901) is an Investment Advisor Representative working at High Note Wealth, LLC in Deephaven, MN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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