| 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 Compliance Officer | Under 5% | 2022 |
Highline Wealth Partners, LLC reports $665.6 million in regulatory assets under management on its Form ADV.
Highline Wealth Partners, LLC reports 15 employees.
Highline Wealth Partners, LLC is based in Sherman Oaks, CA and has been SEC-registered since 2016.
Highline Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $665.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $665.6M |