RIA Intel›Advisers›California›HIGHLINE WEALTH PARTNERS, LLC

HIGHLINE WEALTH PARTNERS, LLC

Advisory

N·SHERMAN OAKS, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$908M

1-Year AUM Growth

+73.2%

3-Year CAGR

+29.1%

Employees

15

Assets Under Management

Total AUM$908M

Discretionary AUM$907M

Non-Discretionary AUM$1M

Discretionary %99.9%

Total Clients340

Team

Total Employees15

Investment Advisers17

Employee Growth (1Y)+44.4%

Filing History

Total Filings on Record16

First FilingAug 29, 2016

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HIGHLINE WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.