Overview
Assets Under Management: $666 million
Headquarters: SHERMAN OAKS, CA
High-Net-Worth Clients: 77
Average Client Assets: $6 million
Frequently Asked Questions
HIGHLINE WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284712), HIGHLINE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
HIGHLINE WEALTH PARTNERS, LLC is headquartered in SHERMAN OAKS, CA.
HIGHLINE WEALTH PARTNERS, LLC serves 77 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, HIGHLINE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HIGHLINE WEALTH PARTNERS, LLC manages $666 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, HIGHLINE WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.77
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 832
Discretionary Accounts: 832
Regulatory Filings
CRD Number: 284712
Filing ID: 1950992
Last Filing Date: 2025-03-05 12:06:00
Website: https://highlinewp.com