High Note Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Deephaven, MN. Its latest Form ADV filing, dated March 30, 2026, reports $683M in regulatory assets under management, 8 employees, and 1,264 accounts.
Assets Under Management
$683M
Employees
8
Offices
--
Total Clients
279
Primary office
DEEPHAVEN, MN
18258 MINNETONKA BOULEVARD, SUITE 200, DEEPHAVEN, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.9% of total clients.
Top client categories% of clientsClients
1
HNWI
65.9%
184
2
Individuals
32.6%
91
3
Corporations
1.1%
3
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$683Mas of March 30, 2026
Discretionary100.0%
$683M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$683M
Total Accounts1,264
10Y AUM Change+$683M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee35:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.