HIGHPASS ASSET MANAGEMENT LLC
SEC RegisteredFee-Only Financial Planner Denver | Fiduciary Wealth Advisor
About the firm
High Pass Asset Management is a fee-only financial planner registered with the SEC as a Registered Investment Adviser, specializing in comprehensive financial planning, retirement income planning, and wealth management for clients throughout Colorado. The firm operates as full-time fiduciaries, offering no commissions and no conflicts of interest. Their team holds CFA and CPA designations with over 30 years of combined experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, retirement income planning, investment management, estate planning, and tax planning including portfolio tax efficiency, charitable giving strategies, and estimated tax payments.
Who they serve
Professionals, business owners, retirees, and families in the Denver, Colorado area
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $16M |
| High Net Worth Individuals | 67 | $202M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HIGHPASS ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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