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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2024
- Office Locations
- 1
Office Locations
About Highline Private Wealth, LLC
Highline Private Wealth is a Florida-based RIA serving clients nationally, providing tax-focused investment management, comprehensive financial planning, and generational wealth transfer planning. The firm works with busy entrepreneurs, retirement-ready individuals, and transitioning families, using disciplined, risk-managed, tax-efficient portfolios that primarily utilize ETFs. Co-owned by a CFP/Enrolled Agent and a CFA Institute CIPM designee.
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Investment Themes
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Owner & Executives
RICHARD ANDREW CRAWFORD II
Chief Compliance Officer, Owner
- CRD
- #5609395
- Ownership
- 50% but less than 75%
Nelson William Greene
Owner, Solutions Consultant
- CRD
- #7099438
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,776,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,776,328 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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