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HIGHLINE WEALTH PARTNERS
HIGHLINE WEALTH PARTNERS, LLC
CRD 284712 · SEC 801-108350
15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA, 91403, United States
Phone
818-340-0157
Fax
818-702-8851
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$867.9M
Discretionary AUM
$866.6M
Team
17 total employees; 15 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $111.5M |
| High net worth individuals | 91 | $611.2M |
| Pension/profit sharing plans | 29 | $106.1M |
| Charitable organizations | 6 | $38.4M |
| Corporations/business entities | 5 | $709K |
States served
CA, DC, NE, NY, TX, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/3536764/
- HTTPS://TWITTER.COM/THECRUGG
- HTTP://WWW.HIGHLINEWP.COM
- HTTPS://WWW.FACEBOOK.COM/HIGHLINEWP
- https://www.linkedin.com/company/highlinewealthpartners/mycompany/
- https://twitter.com/HighlineWealth
- HTTP://WWW.CRUGG.COM
- HTTP://WWW.CHARLESWORTHANDRUGG.COM
- HTTP://WWW.CHARLESWORTHRUGG.COM
Official SEC filing: View on IAPD