| 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 |
Highroad Wealth Advisors, LLC reports $171 million in regulatory assets under management on its Form ADV.
Highroad Wealth Advisors, LLC reports 3 employees.
Highroad Wealth Advisors, LLC is based in Coos Bay, OR and has been SEC-registered since 2024.
Highroad Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $171M |
| Non-discretionary | $0 |
| Total (RAUM) | $171M |