{
  "crd_number": 284712,
  "slug": "highline-wealth-partners-sherman-oaks-ca-284712",
  "primary_business_name": "HIGHLINE WEALTH PARTNERS",
  "legal_name": "HIGHLINE WEALTH PARTNERS, LLC",
  "dbas": [
    "HIGHLINE WEALTH PARTNERS"
  ],
  "city": "Sherman Oaks",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-09-06",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-06-22",
  "carried_forward": false,
  "raum_total": 867921688.0,
  "raum_discretionary": 866579131.0,
  "raum_non_discretionary": 1342557.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 38377451.0,
      "count": 6
    },
    "individuals": {
      "raum": 111485085.0,
      "count": 229
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 106145999.0,
      "count": 29
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 611204023.0,
      "count": 91
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 709130.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "NE",
    "NY",
    "TX"
  ],
  "websites": [
    "https://charlesworthandrugg.com",
    "https://charlesworthrugg.com",
    "https://crugg.com",
    "https://facebook.com/HIGHLINEWP",
    "https://highlinewp.com",
    "https://linkedin.com/COMPANY/3536764",
    "https://linkedin.com/company/highlinewealthpartners/mycompany",
    "https://twitter.com/HighlineWealth",
    "https://twitter.com/THECRUGG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284712",
  "city_as_filed": "SHERMAN OAKS",
  "url": "https://advisorcensus.com/firm/highline-wealth-partners-sherman-oaks-ca-284712",
  "display_name": "Highline Wealth Partners",
  "summary": "Highline Wealth Partners is an SEC-registered investment advisory firm in Sherman Oaks, CA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.",
  "citation": "AdvisorCensus. Highline Wealth Partners (CRD 284712): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Highline Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Highline Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Highline Wealth Partners located?",
      "a": "Highline Wealth Partners' principal office is in Sherman Oaks, CA, according to its Form ADV."
    },
    {
      "q": "Is Highline Wealth Partners registered with the SEC or a state?",
      "a": "Highline Wealth Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284712."
    },
    {
      "q": "How much does Highline Wealth Partners manage?",
      "a": "Highline Wealth Partners reports $867,921,688 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Highline Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Highline Wealth Partners: Regulatory assets under management: $194,601,840 in the October 2021 data and $867,921,688 in the October 2026 data, up 346%. Total employees: 7 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Highline Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (229); high net worth individuals (91); pension and profit sharing plans (but not the plan participants or government pension plans) (29)."
    },
    {
      "q": "Which custodians does Highline Wealth Partners use?",
      "a": "Highline Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Highline Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284712"
    },
    {
      "q": "What changed in Highline Wealth Partners' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 14 to 15. Regulatory assets under management went from $665,649,057 to $907,881,998 (+36%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 194601840.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 236637271.0,
      "total_employees": 6,
      "filing_date": "2022-07-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 285102983.0,
      "total_employees": 12,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 493668759.0,
      "total_employees": 13,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 665649057.0,
      "total_employees": 15,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 867921688.0,
      "total_employees": 17,
      "filing_date": "2026-06-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 15.",
        "Regulatory assets under management went from $665,649,057 to $907,881,998 (+36%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in DC, NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/highline-wealth-partners-sherman-oaks-ca-284712.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 229,
      "fewer_than_5": false,
      "raum": 111485085.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 91,
      "fewer_than_5": false,
      "raum": 611204023.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 106145999.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 38377451.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 709130.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284712",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}