Highland Financial Advisors, LLC
Highland Financial Advisors, LLC is an SEC-registered wealth manager in Wayne, NJ with $640.0M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Highland Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125838, SEC 801-64369, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $640.0M (2026-06-01)
- Firm type
- Wealth Manager
- Location
- Wayne, NJ
- Employees
- 12
- Clients
- 361
- CRD
- 125838
- Ownership
- FRAASA, REED, CHARLES; LEACH, EDWARD, J; GIBNEY, MICHAEL, DAVID; Mock, AnnaMarie
How much AUM does Highland Financial Advisors, LLC have?
Highland Financial Advisors, LLC reported $640.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Highland Financial Advisors, LLC?
Disclosed owners and executives of Highland Financial Advisors, LLC include FRAASA, REED, CHARLES, LEACH, EDWARD, J, GIBNEY, MICHAEL, DAVID, Mock, AnnaMarie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.