| 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 |
High Note Wealth, LLC reports $576.2 million in regulatory assets under management on its Form ADV.
High Note Wealth, LLC reports 8 employees.
High Note Wealth, LLC is based in Deephaven, MN and has been SEC-registered since 2019.
High Note Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $576.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $576.2M |