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HIGHLINE WEALTH PARTNERS

SHERMAN OAKS, CA · CRD 284712 · IAPD ↗ · 818-340-0157

$867.9MRegulatory AUM
15Advisory reps
17Employees
5Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — HIGHLINE WEALTH PARTNERS reported RAUM up 36% ($665.6M -> $907.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — HIGHLINE WEALTH PARTNERS notice-filed in DC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — HIGHLINE WEALTH PARTNERS notice-filed in FL, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — HIGHLINE WEALTH PARTNERS crossed $500M in regulatory AUM ($493.7M -> $665.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
43
November 2024 — HIGHLINE WEALTH PARTNERS filed an Item 4A succession naming HIGHLINE WEALTH PARTNERS (CRD 284712) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
72
April 2024 — HIGHLINE WEALTH PARTNERS reported RAUM up 73% ($285.1M -> $493.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — HIGHLINE WEALTH PARTNERS grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.