HighWater Wealth

What changed

San Diego-based team with about $2.4B in advisory assets left U.S. Bank for LPL Financial in July; no individual names disclosed.

Reported / discovered

Oct 13, 2026

Effective

Not reported

New role

Advisory team

Previous role

Not reported

Market

San Diego, CA

Reported book

$2.4B

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.