Highroad Wealth Advisors, LLC
Highroad Wealth Advisors, LLC is an SEC-registered wealth manager in Coos Bay, OR with $188.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Highroad Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331566, SEC 801-130463, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $188.5M (2026-01-26)
- Firm type
- Wealth Manager
- Location
- Coos Bay, OR
- Employees
- 3
- Clients
- 111
- CRD
- 331566
- Ownership
- SNODDY, JOSHUA, JAMES; FINNIGAN, JASON, MAURICE
How much AUM does Highroad Wealth Advisors, LLC have?
Highroad Wealth Advisors, LLC reported $188.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Highroad Wealth Advisors, LLC?
Disclosed owners and executives of Highroad Wealth Advisors, LLC include SNODDY, JOSHUA, JAMES, FINNIGAN, JASON, MAURICE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.