Highline Wealth Partners

RIASEC Registered

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 registered investment adviser organized as an LLC that registered with the SEC in 2016. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services encompass comprehensive financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting and the selection of other advisers, plus client education through publications and seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.