Highlands Wealth Advisors, LLC

Highlands Wealth Advisors, LLC (CRD# 156428) is a financial advisory firm headquartered in San Diego, CA. They manage $15,709,991 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $308,039
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
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

Financial Advisors at Highlands Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter R. Gordon
CRD#: 5610258
12707 High Bluff Drive, Suite 200, San Diego, CA 92130
93
Wealthminder
score

Peter Gordon (CRD# 5610258) is an Investment Advisor Representative working at Highlands Wealth Advisors, LLC in San Diego, CA and has over 7 years of experience in the finance industry.

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