Highline Wealth Partners

RIASEC RegisteredEst. 2016

Total AUM

$868M

Discretionary

$867M

100% of AUM

Avg account

$921K

Accounts

942

Employees

Advisory reps

Firm details

Headquarters: Sherman Oaks, California
CRD number: 284712
Registered since: September 6, 2016
Website: www.highlinewp.com
Custodians: CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.42%
Individuals12.85%
Pension & Profit Sharing Plans12.23%
Charitable Organizations4.42%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Highline Wealth Partners is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2016. The firm serves individual and family clients as well as institutional investors and positions itself as a capital allocator that uses third‑party managers in addition to running in‑house advisory programs. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and client education through publications and workshops. Fee arrangements include assets‑under‑management fees plus hourly and fixed‑fee engagements. Industry affiliations indicate the firm can act as an adviser or sponsor and has been a general partner or managing member for pooled investment vehicles.