High Note Wealth, LLC
● SEC registered since 2019CRD 305768SEC# 801-117495Deephaven, MN
Reg. AUM
$683.5M
Employees
8
Accounts
1,264
Location
Deephaven, MN
High Note Wealth, LLC assets under management
High Note Wealth, LLC is an SEC-registered investment adviser based in Deephaven, MN. The firm has been registered since 2019. It reports $683.5 million in regulatory assets under management and employs 8 people.
High Note Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Marie Antoinette Forrester Control | Founder/Chief Executive Officer | 25-50% | 2019 |
| Kyle James Janovsky | Chief Operating Officer | 5-10% | 2023 |
| Michael Wayne Forrester Control | Founder/Chief Compliance Officer | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does High Note Wealth, LLC manage?
High Note Wealth, LLC reports $683.5 million in regulatory assets under management on its Form ADV.
How many employees does High Note Wealth, LLC have?
High Note Wealth, LLC reports 8 employees.
Where is High Note Wealth, LLC located?
High Note Wealth, LLC is based in Deephaven, MN and has been SEC-registered since 2019.
Does High Note Wealth, LLC disclose fund performance?
High Note Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18258 Minnetonka Boulevard, Suite 200, Deephaven, MN 55391-3359 |
| Phone | (952) 224-7970 |
| Fax | (952) 856-5085 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1807283 |
| Discloses disciplinary history | No |
Regulatory AUM
$683.5M▲ 35%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$683.5Mregulatory AUM
Discretionary $683.5M