PPrivate Fund Data Log in Join · $37/mo

Shaun N Westphal

Director Of Financial PlanningHigh Note Wealth, LLCCRD 5970535

About Shaun N Westphal

Shaun N Westphal is listed as Director Of Financial Planning at High Note Wealth, LLC in Deephaven, MN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of High Note Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shaun N Westphal work?

Shaun N Westphal is listed as Director Of Financial Planning at High Note Wealth, LLC on SEC Form ADV.

How much of High Note Wealth, LLC does Shaun N Westphal own?

Form ADV reports a beneficial ownership band of Under 5%.

High Note Wealth, LLC

TitleDirector Of Financial Planning
OwnershipUnder 5%
Control personNo
Since2023