$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal eagle
- Established Date
- 06-09-2025
- Office Locations
- 1
Office Locations
-- Raleigh NC
About Highwind Wealth Management
Highwind Wealth Management is a fee-only wealth management firm integrating investment management with tax planning and preparation. The practice supports clients across wealth accumulation, retirement, and legacy planning, including cash-flow/debt, employee benefits, small-business, estate, and insurance planning. Portfolios are primarily implemented with ETFs, and the firm works with major custodians including Schwab and Fidelity.
Team overview
35 AVG AGE
$23.0M AVG AUM / ADVISOR
$718.4K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Bridge
Custodian
Vector Unison Momentum
Investment Themes
Pioneer Harbor Capital Unison
Investment Vehicles
Focus ember
Services
Quantum insight Summit alpha Quantum Meridian zenith Timber
Technology
Momentum ridge
Owner & Executives
DAVID ANGELO MCDOUGALL
Chief Compliance Officer, Owner
- CRD
- #5823977
- Ownership
- 75% or more
(700) 342-6079
vital.focus@alphacapital.com
in linkedin.com/in/meridian-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,990,383 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,990,383 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,990,383
Equity - Exchange:
21.6% Private Funds:
34.1% Cash:
18.0% Municipal Bonds:
14.7% U.S. Government/Agency:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,222,395,206 | 21.6% |
| Private Funds | $1,929,799,840 | 34.1% |
| Cash | $1,018,662,672 | 18.0% |
| Municipal Bonds | $831,907,849 | 14.7% |
| U.S. Government/Agency | $656,471,499 | 11.6% |
| Total | $5,659,237,066 | 100.0% |