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HIGH NOTE WEALTH, LLC

DEEPHAVEN, MN · CRD 305768 · IAPD ↗ · (952) 224-7970

$683.5MRegulatory AUM
4Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — HIGH NOTE WEALTH, LLC crossed $500M in regulatory AUM ($491.2M -> $505.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.