Highline Wealth Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Highline Wealth Partners LLC
✚
CRD #284712
SEC #801-108350
CIK #0002042654
AUM 867.9 M (2026-06-22)
Employees 17 (88% Investors, 0% Brokers)
Fees
Minimum
Phone818-340-0157
Address15260 Ventura Blvd, Suite 855
Sherman Oaks, CA 91403
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
100080060040020002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 31.9
Apple Inc 18.6
Amazon Com Inc 11.2
Microsoft Corp 10.3
Alphabet Inc 8.6
Tesla Motors Inc 8.2
Advanced Micro Devices Inc 8.2
Facebook Inc 7.8
Goldman Sachs Group Inc 7.6
Alphabet Inc 7.2
View All
Holdings by Sector ($M)
1400112084056028002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 229 111.5
(b) Individuals (high net worth individuals) 91 611.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 29 106.1
(h) Charitable organizations 6 38.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 0.7
(n) Other 0 0.0
Total 942 867.9
By Discretionary
Discretionary 939 866.6
Non-Discretionary 3 1.3
Total 942 867.9
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 867.4
Total 942 867.9
EDGAR Form CIK 2011 - 2026
13F-HR [0002042654]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients5 (1 non-US)
ServesInstitutional, Retail, Research
Comparable Firms State AUM
Montz Harcus Wealth Management LLC
✚
LA 876.3 M
REDW Wealth LLC
✚
NM 869.2 M
Integrity Financial Corporation
✚
WY 868.1 M
Park Capital Management LLC
✚
WI 868.0 M
Greenrock Research Inc
✚
IL 863.9 M
Level Financial Advisors Inc
✚
NY 862.7 M
Gill Capital Partners LLC
✚
CO 862.4 M
McMill Wealth Inc
✚
NE 862.3 M
Probity Advisors Inc
✚
TX 859.4 M
Rossby Financial LLC
✚
FL 854.8 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com