Highline Wealth Partners, LLC
● SEC registered since 2016CRD 284712SEC# 801-108350Sherman Oaks, CA
Reg. AUM
$867.9M
Employees
17
Accounts
942
Location
Sherman Oaks, CA
Highline Wealth Partners, LLC assets under management
Highline Wealth Partners, LLC is an SEC-registered investment adviser based in Sherman Oaks, CA. The firm has been registered since 2016. It reports $867.9 million in regulatory assets under management and employs 17 people.
Highline Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Highline Holdings, Inc. | Holding Company / Parent | Over 75% | 2024 |
| Jonathan Christopher Rugg Control | President | Under 5% | 2016 |
| Lisa Irwin Sternberg Control | Chief Operations Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Highline Wealth Partners, LLC manage?
Highline Wealth Partners, LLC reports $867.9 million in regulatory assets under management on its Form ADV.
How many employees does Highline Wealth Partners, LLC have?
Highline Wealth Partners, LLC reports 17 employees.
Where is Highline Wealth Partners, LLC located?
Highline Wealth Partners, LLC is based in Sherman Oaks, CA and has been SEC-registered since 2016.
Does Highline Wealth Partners, LLC disclose fund performance?
Highline Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 |
| Phone | 818-340-0157 |
| Fax | 818-702-8851 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$867.9M▲ 76%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$867.9Mregulatory AUM
Discretionary $866.6MNon-discretionary $1.3M