Highline Wealth Partners

Highline Wealth Partners (CRD# 284712) is a financial advisory firm headquartered in Sherman Oaks, CA. They manage $493,668,759 in 726 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403
https://www.linkedin.com/company/3536764/
By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $679,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Highline Wealth Partners
Showing 11 - 13 of 13 top financial advisors.
11
Richard Barnett, financial advisor Sherman Oaks CA
Richard Barnett
CRD#: 1667160
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403

Richard Barnett (CRD# 1667160) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has 1 year of experience in the finance industry.

12
Andy Chong, financial advisor Sherman Oaks CA
Andy B. Chong
CRD#: 3166279
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403

Andy Chong (CRD# 3166279) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 25 years of experience in the finance industry.

13
Nathan Metcalfe, financial advisor Sherman Oaks CA
Nathan W. Metcalfe
CRD#: 6614997
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403

Nathan Metcalfe (CRD# 6614997) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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