Highland Private Wealth Management

Highland Private Wealth Management (CRD# 109532) is a financial advisory firm headquartered in Bellevue, WA. They manage $472,596,283 in 678 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004
http://www.highlandprivate.com
By the Numbers
  • Total Assets Under Management
    473
    MILLION
  • Total Number of Accounts
    678
    ACCOUNTS
  • Average Account Value
    $697,045
Compensation Options
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, WA

Financial Advisors at Highland Private Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
John Christianson, financial advisor Bellevue WA
John C. Christianson
CRD#: 1440213
305 108th Ave Ne, Suite 102, Bellevue, WA 98004
96
Wealthminder
score

John Christianson (CRD# 1440213) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 32 years of experience in the finance industry.

2
Benjamin Johnson, financial advisor Bellevue WA
Benjamin R. Johnson
CRD#: 2537671
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004
96
Wealthminder
score

Benjamin Johnson (CRD# 2537671) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 23 years of experience in the finance industry. Benjamin Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Benjamin Wicks, financial advisor Bellevue WA
Benjamin Wicks
CRD#: 5268232
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004
96
Wealthminder
score

Benjamin Wicks (CRD# 5268232) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry. Benjamin Wicks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey Edgbert, financial advisor Bellevue WA
Jeffrey W. Edgbert
CRD#: 5908077
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004
90
Wealthminder
score

Jeffrey Edgbert (CRD# 5908077) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 4 years of experience in the finance industry.

5
Colleen Kroeger, financial advisor Bellevue WA
Colleen T. Kroeger
CRD#: 4719827
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004
90
Wealthminder
score

Colleen Kroeger (CRD# 4719827) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

6
Michael Greene, financial advisor Bellevue WA
Michael R. Greene
CRD#: 6541680
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004
89
Wealthminder
score

Michael Greene (CRD# 6541680) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 2 years of experience in the finance industry.

7
Trevor Christianson, financial advisor Bellevue WA
Trevor M. Christianson
CRD#: 6444388
305 108th Ave Ne Ste. 102, Bellevue, WA 98004
88
Wealthminder
score

Trevor Christianson (CRD# 6444388) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 2 years of experience in the finance industry.

8
Jessica Fox, financial advisor Bellevue WA
Jessica M. Fox
CRD#: 6569573
10900 Ne 8th Street, Suite 1122, Bellevue, WA 98004
88
Wealthminder
score

Jessica Fox (CRD# 6569573) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 2 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.

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