Highgrove Private Wealth, LLC
CRD 342480SEC# 801-137785Charlotte, NC
No longer SEC-registered. Highgrove Private Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
5
Accounts
—
Location
Charlotte, NC
Highgrove Private Wealth, LLC assets under management
Highgrove Private Wealth, LLC is an SEC-registered investment adviser based in Charlotte, NC. It employs 5 people.
Highgrove Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Reese Bailey Control | Manager/Chief Compliance Officer | 50-75% | 2026 |
| Victor James Davis Control | Manager/Deputy Compliance Officer | 50-75% | 2026 |
Frequently asked questions
How many employees does Highgrove Private Wealth, LLC have?
Highgrove Private Wealth, LLC reports 5 employees.
Where is Highgrove Private Wealth, LLC located?
Highgrove Private Wealth, LLC is based in Charlotte, NC.
Does Highgrove Private Wealth, LLC disclose fund performance?
Highgrove Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6101 Carnegie Blvd., Ste 550, Charlotte, NC 28209 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 62%
More than 38% of 16,799 advisers