What changed

HighWater Wealth team overseeing $2.4B in advisory assets moves from U.S. Bank to LPL via Quotient Advisor Partners.

Reported / discovered

Aug 18, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

San Diego, CA

Reported book

$2.4B

Reported team size

5 people

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.