HIGHROAD WEALTH ADVISORS, LLC

CRD 331566File 801-130463

APPROVED

Retail clients

Filing as of Jan 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$188.5M

Bottom 25% of cohort (national)

Discretionary AUM

$188.5M

Clients

111

318 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 13, 2024
Principal office: 170 S. 2ND STREET, SUITE 201, COOS BAY, OR, 97420
Phone: 541-266-7623
Website: http://www.highroadwa.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $188.5M
Discretionary AUM: $188.5M
Non-discretionary AUM: $0
Discretionary accounts: 318
Non-discretionary accounts: 0
Total accounts: 318
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	1	$339K
High net worth individuals	69	$172.6M
Individuals (other than high net worth individuals)	41	$15.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.