# HIGHLINE WEALTH MANAGEMENT, LLC

HIGHLINE WEALTH MANAGEMENT, LLC of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 142542
- Type: SEC-registered investment adviser
- SEC file number: 801-67341
- Location: ONE PRESERVE PARKWAY, SUITE 610, ROCKVILLE, MD, 20852
- Phone: 301-564-9500
- Latest filing: 2015-03-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $334.0M
- Clients: 24
- Accounts: 3,020

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| WEINSTEIN JAY MICHAEL | MANAGING DIRECTOR | — |
| SIMON NEAL JERRY | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| SCHWARTZ EDWARD BRIAN | MANAGING DIRECTOR; SHAREHOLDER | — |
| BESSALEL GUSTAVO | TRUSTEE, JIS 2007 TRUST | — |
| SOBELMAN GARY RICHARD | MANAGING DIRECTOR | — |
| SACHS ANDREW W | MANAGING MEMBER | — |
| HUGHES TIMOTHY RICHARD | DIRECTOR | — |
| IDDINGS ASHLEY ELYSE | DIRECTOR | — |
| PINTO AVIVA SHROCK | DIRECTOR | — |
| GARLAND LINDSAY ELAINE | DIRECTOR | — |
| MORIARTY MICHAEL TIMOTHY | DIRECTOR | — |
| RUDER GRANT MICHAEL | DIRECTOR | — |
| WALTHERT MICHELE GABRIELLE | DIRECTOR | — |
| STROUD JOHN HUSTON | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142542/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142542/similar
- Related entities: https://search.stillhousedata.com/firm/142542/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142542

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.