HIGHLINE WEALTH PARTNERS, LLC of SHERMAN OAKS, CA is an SEC-registered investment adviser (CRD 284712). Regulatory assets under management: $867.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Jonathan Christopher Rugg | OWNER, SHAREHOLDER, PRESIDENT; PRESIDENT | — |
| Lisa Irwin Sternberg | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| STERNBERG LISA IRWIN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER | — |
| RUGG JONATHAN CHRISTOPHER | CHIEF COMPLIANCE OFFICER; OWNER, SHAREHOLDER, PRESIDENT; PRESIDENT (+1 more) | — |
| AMINI CYRUS MCDONALD | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; VICE PRESIDENT | — |