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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN CHRISTOPHER RUGG
Chief Compliance Officer, 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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