High Note Wealth, LLC
High Note Wealth, LLC is an SEC-registered wealth manager in Deephaven, MN with $683.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns High Note Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305768, SEC 801-117495, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $683.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Deephaven, MN
- Employees
- 8
- Clients
- 279
- CRD
- 305768
- Ownership
- FORRESTER, MICHAEL, WAYNE; SCHNEEWIND, KATHERINE, FORRESTER; JANOVSKY, KYLE, JAMES; FORRESTER, KATHERINE, MARIE ANTOINETTE; Kupfer, Corey, NMN
How much AUM does High Note Wealth, LLC have?
High Note Wealth, LLC reported $683.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns High Note Wealth, LLC?
Disclosed owners and executives of High Note Wealth, LLC include FORRESTER, MICHAEL, WAYNE, SCHNEEWIND, KATHERINE, FORRESTER, JANOVSKY, KYLE, JAMES, FORRESTER, KATHERINE, MARIE ANTOINETTE, Kupfer, Corey, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.