$24.1M Total AUM
$24.1M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- Wave ridge
- Established Date
- 02-08-2019
- Office Locations
- 1
Office Locations
-- Vista CA
About Highpointe Wealth
Highpointe Wealth is a Vista, CA registered investment adviser providing high-touch financial planning and ongoing advice across investments, insurance, estate planning, and tax planning/preparation. The firm intentionally limits its practice to about 75 clients for personalized service. Portfolios are primarily ETF-based (often index-oriented) and can be custodied at Betterment Securities.
Team overview
-- AVG AGE
$24.1M AVG AUM / ADVISOR
$200.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Legacy quantum Optima Quantum alpha
Client Personas
Peak
Investment Themes
Oak glacier Optima Vital foundation
Investment Vehicles
Summit wave
Platform
Capital
Services
Focus capital Insight North Vector delta Foundation timber Atlas legacy Signal Beacon radial
Technology
Harbor pioneer
Owner & Executives
B
Burton Irwin Grantham
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #6526383
- Ownership
- 75% or more
(511) 736-5475
foundation.vector@summitcapital.com
in linkedin.com/in/signal-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,063,469 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,063,469 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,063,469
Equity - Exchange:
43.4% Cash:
56.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $226,850,759 | 43.4% |
| Cash | $295,846,842 | 56.6% |
| Total | $522,697,601 | 100.0% |