Highline Wealth Partners, Llc
- Regulatory AUM
- $868M
- Discretionary
- $867M
- Clients
- 360
- Avg AUM / client
- $2.4M
- Accounts
- 942
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $111M | 12.8% |
| High net worth individuals | 91 | $611M | 70.4% |
| Pension and profit sharing plans | 29 | $106M | 12.2% |
| Charitable organizations | 6 | $38.4M | 4.42% |
| Corporations and other businesses | 5 | $709K | 0.08% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Christopher Rugg | President | CFA | Aug 2016 (10y) | 75% or more |
| Lisa Irwin Sternberg | Chief Operations Officer | Aug 2016 (10y) | Less than 5% | |
| David Kaoru Yoshioka | Registered representative | Sep 2016 (10y) | ||
| Shawn Jen Hsieh | Registered representative | CFP CFA | Aug 2018 (8y) | |
| Aaron Dejuan Morris | Registered representative | Aug 2018 (8y) | ||
| Hugh Ari Meyer | Registered representative | May 2019 (7y) | ||
| Lionel Benjamin Tapiero | Registered representative | Apr 2020 (6y) | ||
| Andy Bob Chong | Registered representative | CFA | Sep 2020 (6y) | |
| Richard Barnett | Registered representative | CFA | Aug 2021 (5y) | |
| Millu Chang Ramirez | Registered representative | CFP | Jul 2023 (3y) | |
| Clark Christian Evans | Registered representative | Oct 2023 (3y) | ||
| Amanda Laurel Rocca | Registered representative | Mar 2024 (2y) | ||
| Brian Robert Grimditch | Registered representative | Jul 2024 (2y) | ||
| Ben Emons | Registered representative | Sep 2025 (1y) | ||
| Jamie Noelle Rugg | Registered representative | Jan 2026 (1y) | ||
| Sevag Ossipian | Registered representative | CFA | Jan 2026 (1y) | |
| Ryan David Meacham | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Highline Holdings, Inc. | Holding Company / Parent | Oct 2024 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $756M (87% of AUM) Jun 2026
- Apex Clearing $408K (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗