# Highland Wealth Advisory LLC

> Highland Wealth Advisory LLC is a state-registered investment advisory firm in Rochester, NY, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.

- CRD: 154031
- Filed as: HIGHLAND WEALTH ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rochester, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154031
- AdvisorCensus page: https://advisorcensus.com/firm/highland-wealth-advisory-llc-rochester-ny-154031

## Quick answers

**How is Highland Wealth Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Highland Wealth Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Highland Wealth Advisory LLC located?**
Highland Wealth Advisory LLC's principal office is in Rochester, NY, according to its Form ADV.

**Is Highland Wealth Advisory LLC registered with the SEC or a state?**
Highland Wealth Advisory LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154031.

**What types of clients does Highland Wealth Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55).

**Does Highland Wealth Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154031

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $0 |
| High net worth individuals | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- highlandwealthadvisory.com
- LinkedIn @ALEX-ZAZUBEC-291163

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highland Wealth Advisory LLC (CRD 154031): Form ADV filing data as of October 2026.