# Highline Wealth Partners

> 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.

- CRD: 284712
- Filed as: HIGHLINE WEALTH PARTNERS
- Legal name: Highline Wealth Partners, LLC
- Also doing business as: HIGHLINE WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sherman Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284712
- AdvisorCensus page: https://advisorcensus.com/firm/highline-wealth-partners-sherman-oaks-ca-284712

## Quick answers

**How is Highline Wealth Partners compensated?**
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).

**How much does Highline Wealth Partners charge?**
Its Form ADV Part 2A brochure dated June 22, 2026 states: Hourly rate: $500 an hour (fee-only financial planning); Flat fee: $5,000 (initial review, due diligence, and onboarding); Subscription: $500 to $2,000 a month (ongoing rate based on the enterprise’s complexity). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Highline Wealth Partners located?**
Highline Wealth Partners' principal office is in Sherman Oaks, CA, according to its Form ADV.

**Is Highline Wealth Partners registered with the SEC or a state?**
Highline Wealth Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284712.

**How much does Highline Wealth Partners manage?**
Highline Wealth Partners reports $867,921,688 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**How have Highline Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does Highline Wealth Partners serve?**
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).

**Which custodians does Highline Wealth Partners use?**
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.

**Does Highline Wealth Partners report any disciplinary disclosures?**
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

**What changed in Highline Wealth Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 22, 2026)

- Hourly rate: $500 an hour (fee-only financial planning)

> Highline offers fee-only financial planning within the Financial Planning Services line of business at an estimated base rate of $500 per hour utilizing the Financial Planning Services Contract.

- Flat fee: $5,000 (initial review, due diligence, and onboarding)

> Highline’s Enterprise Support Services are billed as a flat fee of $5,000 in advance, typically, for initial review, due diligence, and onboarding.

- Subscription: $500 to $2,000 a month (ongoing rate based on the enterprise’s complexity)

> In addition, a monthly ongoing rate of $500 - $2,000 per month may be charged based on the enterprise’s complexity and based on mutual written agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $867,921,688
- Discretionary: $866,579,131
- Non-discretionary: $1,342,557

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $111,485,085 |
| High net worth individuals | 91 | $611,204,023 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 29 | $106,145,999 |
| Charitable organizations | 6 | $38,377,451 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $709,130 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 17 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- charlesworthandrugg.com
- charlesworthrugg.com
- crugg.com
- highlinewp.com
- Facebook @HIGHLINEWP
- LinkedIn @3536764
- LinkedIn @highlinewealthpartners
- X @HighlineWealth
- X @THECRUGG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,601,840 | 7 | March 31, 2021 |
| October 2022 | $236,637,271 | 6 | July 29, 2022 |
| October 2023 | $285,102,983 | 12 | September 20, 2023 |
| October 2024 | $493,668,759 | 13 | March 18, 2024 |
| October 2025 | $665,649,057 | 15 | March 5, 2025 |
| October 2026 | $867,921,688 | 17 | June 22, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 14 to 15.
- Regulatory assets under management went from $665,649,057 to $907,881,998 (+36%).

### December 2025
- Registered or notice-filed in DC, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highline Wealth Partners (CRD 284712): Form ADV filing data as of October 2026.