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| Highline Wealth Partners LLC
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|---|---|
| CRD # | 284712 |
| SEC # | 801-108350 |
| CIK # | 0002042654 |
| AUM | $867.9 M (2026-06-22) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Phone | 818-340-0157 |
| Address | 15260 Ventura Blvd, Suite 855 Sherman Oaks, CA 91403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002042654 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.9 | ||
| Apple Inc | 18.6 | ||
| Amazon Com Inc | 11.2 | ||
| Microsoft Corp | 10.3 | ||
| Alphabet Inc | 8.6 | ||
| Tesla Motors Inc | 8.2 | ||
| Advanced Micro Devices Inc | 8.2 | ||
| Facebook Inc | 7.8 | ||
| Goldman Sachs Group Inc | 7.6 | ||
| Alphabet Inc | 7.2 | ||
| J P Morgan Chase & Co | 6.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.9 |
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Integrity Financial Corporation
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|
WY | 0.9 |
|
Park Capital Management LLC
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|
WI | 0.9 |
|
Greenrock Research Inc
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|
IL | 0.9 |
|
Level Financial Advisors Inc
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|
NY | 0.9 |
|
Gill Capital Partners LLC
✚
|
CO | 0.9 |
|
McMill Wealth Inc
✚
|
NE | 0.9 |
|
Probity Advisors Inc
✚
|
TX | 0.9 |
|
Rossby Financial LLC
✚
|
FL | 0.9 |