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HIGHLINE WEALTH PARTNERS
Legal name: HIGHLINE WEALTH PARTNERS, LLC
CRD 284712File 801-108350
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$867.9M
Above cohort median (national)
Discretionary AUM
$866.6M
Non-discretionary $1.3M
Clients
360
942 accounts
Employees
17
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 6, 2016
- Principal office
- 15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA, 91403
- Phone
- 818-340-0157
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $867.9M
- Discretionary AUM
- $866.6M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 939
- Non-discretionary accounts
- 3
- Total accounts
- 942
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $709K |
| Charitable organizations | 6 | $38.4M |
| High net worth individuals | 91 | $611.2M |
| Pension and profit sharing plans | 29 | $106.1M |
| Individuals (other than high net worth individuals) | 229 | $111.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.