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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-06-2016
- Office Locations
- 2
Office Locations
About Highline Wealth Partners
Highline Wealth Partners is a Sherman Oaks, CA RIA providing comprehensive wealth management and financial planning, including tax, estate and retirement planning, insurance, and portfolio construction. The team serves retail and institutional clients, including business owners and entrepreneurs, with portfolios spanning ETFs, mutual funds, fixed income, and select alternatives. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 4, 2025 and June 22, 2026, reported AUM increased 30.4%, from $665.6M to $867.9M.
Across 5 reported observations, AUM increased 266.8% between July 29, 2022 and June 22, 2026, from $236.6M to $867.9M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 15 advisory representatives and 365 clients, or 24.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Highline Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN CHRISTOPHER RUGG
President
- CRD
- #5892886
- Ownership
- Less than 5%
LISA IRWIN STERNBERG
Chief Compliance Officer, Chief Operations Officer
- CRD
- #1998793
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RICHARD BARNETT
Chief Investment Officer
- CRD
- #1667160
ANDY BOB CHONG
Wealth Advisor
- CRD
- #3166279
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $866,579,131 | $922,874 |
| Non-Discretionary | $1,342,557 | $447,519 |
| Total | $867,921,688 | $921,361 |
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Separately Managed Accounts
SMA allocation detail is available
Highline Wealth Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Highline Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.