SHERMAN OAKS, CACRD 284712Latest ADV March 25, 2026
Highline Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sherman Oaks, CA. Its latest Form ADV filing, dated March 25, 2026, reports $908M in regulatory assets under management, 17 employees, and 939 accounts.
Assets Under Management
$908M
Employees
17
Offices
--
Total Clients
357
Primary office
SHERMAN OAKS, CA
15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA, United States
Top client segmentIndividuals represent 64.1% of total clients.
Top client categories% of clientsClients
1
Individuals
64.1%
229
2
HNWI
25.5%
91
3
Pension Plans
7.3%
26
4
Charitable
1.7%
6
5
Corporations
1.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$908Mas of March 25, 2026
Discretionary99.9%
$907M
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$908M
Total Accounts939
10Y AUM Change+$816M (+889.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee21:1
10Y Employee Change+10 (+142.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.