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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 11-29-2018
- Office Locations
- 1
Office Locations
About Highland MB Wealth LLC
Highlands Wealth Advisors is an independent wealth manager headquartered in Southern California serving families and individuals with customized wealth management solutions. Portfolios emphasize broad diversification with tax-efficient, low-cost implementation tailored to client goals and risk. The firm is an approved Dimensional Fund Advisors (DFA) advisor, giving clients access to DFA funds, and primarily custodies assets at Charles Schwab.
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Owner & Executives
GREGORY ANDREW FALLON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6791171
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,655,222 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,655,222 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,655,222
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,240,497,976 | 24.9% |
| Cash | $3,266,268,134 | 36.3% |
| Equity - OTC | $3,491,217,730 | 38.8% |
| Total | $8,997,983,840 | 100.0% |