Highroad Wealth Advisors, LLC
● SEC registered since 2024CRD 331566SEC# 801-130463Coos Bay, OR
Reg. AUM
$188.5M
Employees
3
Accounts
318
Location
Coos Bay, OR
Highroad Wealth Advisors, LLC assets under management
Highroad Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Coos Bay, OR. The firm has been registered since 2024. It reports $188.5 million in regulatory assets under management and employs 3 people.
Highroad Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Maurice Finnigan Control | Managing Member/Investment Advisor Representative/Chief Compliance Officer | 50-75% | 2024 |
| Joshua James Snoddy Control | Managing Member/Investment Advisor Representative | 50-75% | 2024 |
Frequently asked questions
How much does Highroad Wealth Advisors, LLC manage?
Highroad Wealth Advisors, LLC reports $188.5 million in regulatory assets under management on its Form ADV.
How many employees does Highroad Wealth Advisors, LLC have?
Highroad Wealth Advisors, LLC reports 3 employees.
Where is Highroad Wealth Advisors, LLC located?
Highroad Wealth Advisors, LLC is based in Coos Bay, OR and has been SEC-registered since 2024.
Does Highroad Wealth Advisors, LLC disclose fund performance?
Highroad Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 170 S. 2nd Street, Suite 201, Coos Bay, OR 97420 |
| Phone | 541-266-7623 |
| Fax | 541-266-9173 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.5M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$188.5Mregulatory AUM
Discretionary $188.5M