HIGHLINE WEALTH PARTNERS

RIASEC RegisteredEst. 2016

Total AUM

$908M

Discretionary

$907M

100% of AUM

Avg account

$967K

Accounts

939

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: HNWI67.32%
Pension & Profit Sharing Plans16.09%
Individuals12.28%
Charitable Organizations4.23%
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 advisory firm organized as an LLC and operating since 2016. The firm serves both individual/family clients and institutional clients and describes itself as a capital allocator that sources and selects third‑party managers. Its advisory offering spans financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and client education through publications and seminars. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor. Industry affiliations indicate Highline can act beyond a pure advisory role: the firm is involved as an investment adviser and sponsor and may serve as a general partner or managing member of pooled investment vehicles.