Highwater Wealth Management LLC

Highwater Wealth Management LLC (CRD# 157237) is a financial advisory firm headquartered in Glendale, CO. They manage $108,142,167 in 150 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $720,948
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
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.

CO, LA, TX

Financial Advisors at Highwater Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gregory K. Giuffra
CRD#: 5454882
650 S Cherry Street, Suite 630, Glendale, CO 80246
96
Wealthminder
score

Gregory Giuffra (CRD# 5454882) is an Investment Advisor Representative working at Highwater Wealth Management LLC in Glendale, CO and has over 8 years of experience in the finance industry. Gregory Giuffra 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.

2
George D. Griswold
CRD#: 2190236
650 S Cherry Street, Suite 630, Glendale, CO 80246
96
Wealthminder
score

George Griswold (CRD# 2190236) is an Investment Advisor Representative working at Highwater Wealth Management LLC in Glendale, CO and has over 23 years of experience in the finance industry. George Griswold 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
Elizabeth M. Raabe
CRD#: 1079353
650 S Cherry Street, Suite 630, Glendale, CO 80246
96
Wealthminder
score

Elizabeth Raabe (CRD# 1079353) is an Investment Advisor Representative working at Highwater Wealth Management LLC in Glendale, CO and has over 33 years of experience in the finance industry. Elizabeth Raabe 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
Sara D. Boyd
CRD#: 2540881
650 S Cherry Street, Suite 630, Glendale, CO 80246
93
Wealthminder
score

Sara Boyd (CRD# 2540881) is an Investment Advisor Representative working at Highwater Wealth Management LLC in Glendale, CO and has over 22 years of experience in the finance industry.

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