CRD: 156428
Highlands Wealth Advisors, LLC
$33.3M Total AUM
$33.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst radial
- Established Date
- 01-01-2011
- Office Locations
- 1
Office Locations
9920 Pacific Heights Blvd Suite 150 SAN Diego CA
About Highlands Wealth Advisors, LLC
Highlands Wealth Advisors is an independent wealth manager in Southern California serving families and individuals. The firm builds customized, broadly diversified portfolios with a tax-efficient, low-cost approach aligned to client goals and risk tolerance. Approved Dimensional Fund Advisors (DFA) advisor, providing client access to DFA funds; custody includes Charles Schwab.
Team overview
45 AVG AGE
$33.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Oak Bridge Delta
Client Personas
Pathway
Custodian
Eagle element Horizon Legacy timber
Fund Managers
Timber bridge
Investment Themes
Element capital
Investment Vehicles
Delta crest
Services
Matrix summit Vital
Technology
Quantum bridge
Owner & Executives
PETER RANDALL GORDON
Chief Compliance Officer, Portfolio Manager
- CRD
- #5610258
- Ownership
- 50% but less than 75%
(474) 975-5036
peak.pathway@timbercapital.com
in linkedin.com/in/catalyst-delta
E
ELLEN S. GORDON
Portfolio Manager
- CRD
- --
- Ownership
- 25% but less than 50%
(941) 777-8337
legacy.bridge@vectorcapital.com
in linkedin.com/in/summit-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,336,322 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,336,322 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,336,322
Public Funds:
20.5% U.S. Government/Agency:
19.5% Equity - Exchange:
17.7% Cash:
19.2% Municipal Bonds:
7.5% Corporate - Investment Grade:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $193,176,030 | 20.5% |
| U.S. Government/Agency | $183,752,809 | 19.5% |
| Equity - Exchange | $166,791,011 | 17.7% |
| Cash | $180,925,843 | 19.2% |
| Municipal Bonds | $70,674,157 | 7.5% |
| Corporate - Investment Grade | $147,002,247 | 15.6% |
| Total | $942,322,097 | 100.0% |