wealth team
HighWater Wealth
$2.4BBook of businessas reported in coverage
5Advisors
San Diego, CAMarket
2Moves on our record
The lineage
until Aug 19, 2026PRIORU.S. Bank
Aug 19, 2026CURRENTLPL Financial
Oct 13, 2026breakawayU.S. Bank → LPL Financial
Aug 18, 2026team liftoutU.S. Bank → LPL Financial
No published coverage yet.