RIA Intel›Advisers›California›HIGHGATE FINANCIAL PARTNERS LLC

HIGHGATE FINANCIAL PARTNERS LLC

Advisory

WESTLAKE VILLAGE, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA

#4,423

of 5,480 advisers by AUM

Average account

$610K

across 26 accounts

AUM per adviser

$16M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$16M

Discretionary %

100%

Clients

26

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FAVRILE FINANCIAL LLC

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J. WARD FINANCIAL SERVICES, LLC

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