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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-16-2019
- Office Locations
- 2
Office Locations
About High Knoll Wealth Advisors, LLC
High Knoll Wealth Advisors is a Kentucky-based registered investment adviser providing holistic wealth management and integrated planning across clients’ full balance sheets. The firm designs personalized investment programs for individuals and families, retirement plan sponsors, and nonprofit endowments and foundations, aligning portfolios with client goals and mission. Custody options include Charles Schwab. Named 2024 Gold Best Financial Planner in Lexington.
Team overview
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Investment Themes
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Platform
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Owner & Executives
JONATHAN PLISZKA
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5249075
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ryan Patterson
--
- CRD
- #8161813
Brian Clark Wood Jr
--
- CRD
- #8109224
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,391,917 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,391,917 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,391,917
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $912,224,610 | 34.2% |
| Cash | $1,755,098,811 | 65.8% |
| Total | $2,667,323,421 | 100.0% |