Investment adviser · CRD 142542

HIGHLINE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

ROCKVILLE, MD, United States · Form ADV filed Mar 30, 2015

Regulatory AUM
$1.35B
Form ADV · Item 5.F
Client accounts
3,020
Accounts, not individual clients
Employees
24
Reported in this filing
Advisory professionals
20
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

ONE PRESERVE PARKWAY, SUITE 610
ROCKVILLE, MD, 20852, United States

CRD 142542

Filing source

Form ADV 887899 · Mar 30, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.