Fee-only adviser · Sherman Oaks, CA
Highline Wealth Partners
Highline Wealth Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sherman Oaks, California. On its latest Form ADV, filed June 22, 2026, it reports $868M in regulatory assets under management, 320 individual clients and 15 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 284712 · SEC file 801-108350 |
| Office | 15260 Ventura Blvd., Suite 855 Sherman Oaks, CA 91403 |
| Phone | (818) 340-0157 |
| Website | www.highlinewp.com |
| Regulatory assets under management | $868M ($867M discretionary) |
| Individual clients | 229 non-high-net-worth, 91 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 17 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sherman Oaks
- Billfold Budget Counseling Not reported
- Shucha Wealth Management LLC $13M
- Mostt Inc. $254K
- Davidson Kahn Capital Management, LLC $415M
- Katam Hill LLC $42M
- KB Private Wealth Management Group $8.5M
See all 7 fee-only advisers in Sherman Oaks →
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