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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalTimber quantum +more
- Established Date
- 11-05-2019
- Office Locations
- 1
Office Locations
About High Note Wealth, LLC
High Note Wealth, LLC is a founder-led sibling advisory firm (Katherine and Michael Forrester) providing wealth management and financial planning for families and business owners. The team supports portfolio construction and ongoing management using a mix of ETFs and mutual funds, alongside planning needs such as estate, tax, and charitable strategies. Custody includes Charles Schwab.
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Custodian
Investment Themes
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Owner & Executives
KATHERINE MARIE ANTOINETTE FORRESTER
Advisor, Chief Executive Officer, FOUNDER
- CRD
- #2837901
- Ownership
- 25% but less than 50%
MICHAEL WAYNE FORRESTER JR
Advisor, Chief Compliance Officer, Chief Investment Officer, FOUNDER, President
- CRD
- #3261271
- Ownership
- 25% but less than 50%
Legacy north
Bridge focus element
- CRD
- #92820
- Ownership
- 19.2%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $683,471,720 | $540,721 |
| Non-Discretionary | $0 | -- |
| Total | $683,471,720 | $540,721 |
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Separately Managed Accounts
Total SMA Asset: $683,471,720
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,279,159,873 | 28.1% |
| Equity - Exchange | $892,197,815 | 11.0% |
| Cash | $1,954,724,304 | 24.1% |
| U.S. Government/Agency | $608,316,692 | 7.5% |
| Corporate - Investment Grade | $1,922,280,747 | 23.7% |
| Other | $454,209,798 | 5.6% |
| Total | $8,110,889,229 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME FUSION | CAPITAL ZENITH | 6Q4K4BOGQ | PONE | 2.89% | $76,541,505 |
| MOMENTUM FOUNDATION ZENITH | GLACIER PATHWAY | ZJUFSQ2DS | EAQ | 10.88% | $66,543,510 |
| PRIME WAVE QUANTUM | GLACIER PEAK | D9UGMH7RL | KXO | 4.13% | $84,204,997 |
| VALUE LEGACY | BRIDGE ELEMENT | SZ6CFVE18 | LLQL | 6.14% | $52,900,217 |
| OPTIMA QUANTUM PEAK | ALPHA BRIDGE | 75YZFO3KG | VFSMD | 2.83% | $36,240,516 |
| MATRIX FOCUS | INSIGHT MERIDIAN | VOKZ5WN2L | KTKNK | 6.80% | $73,990,614 |
| RIDGE CREST | OPTIMA ATLAS | 7KAZO4OXM | CLQIC | 5.25% | $71,703,813 |
| HORIZON SIGNAL | RIDGE ATLAS | W8MHF3LWQ | XBH | 8.05% | $10,783,496 |