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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HIGHLINE WEALTH PARTNERS

HIGHLINE WEALTH PARTNERS, LLC, CRD 284712

SHERMAN OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2852c49-4fee-b186-bacc-80a3056a491a

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 10
On other graphs: 0
Observed: Aug 29, 2016 to Jun 22, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $868MItem 5.F on the latest filing (2026-06-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $867M
Private client RAUM: $723MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $51.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 942
Individual clients: 229
High net worth clients: 91
SEC number: 801-108350
CRD: 284712
Filings on the tape: 23
First filed: Aug 29, 2016
Latest filed: Jun 22, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN CHRISTOPHER RUGG	Chartered Financial Analyst	SHERMAN OAKS, CA	10	15	1	no
DAVID KAORU YOSHIOKA	n/a	SHERMAN OAKS, CA	10	35	1	no
LISA IRWIN STERNBERG	n/a	SHERMAN OAKS, CA	9	43	n/a	no
SHAWN JEN HSIEH	Certified Financial Planner\|Chartered Financial Analyst	SHERMAN OAKS, CA	8	18	7	no
AARON DEJUAN MORRIS	n/a	SHERMAN OAKS, CA	8	15	1	no
HUGH ARI MEYER	n/a	SHERMAN OAKS, CA	7	25	1	no
LIONEL BENJAMIN TAPIERO	n/a	SHERMAN OAKS, CA	6	15	3	no
ANDY BOB CHONG	Chartered Financial Analyst	SHERMAN OAKS, CA	5	27	n/a	no
RICHARD BARNETT	Chartered Financial Analyst	SHERMAN OAKS, CA	5	24	n/a	no
MILLU CHANG RAMIREZ	Certified Financial Planner	SHERMAN OAKS, CA	3	13	4	no
Clark Christian Evans	n/a	SHERMAN OAKS, CA \| Solana Beach, CA	2	10	1	no
AMANDA LAUREL ROCCA	n/a	SHERMAN OAKS, CA	2	27	1	no
Brian Robert Grimditch	n/a	SHERMAN OAKS, CA	2	12	n/a	no
BEN EMONS	n/a	SHERMAN OAKS, CA	1	22	4	no
Jamie Noelle Rugg	n/a	SHERMAN OAKS, CA	0	10	n/a	no
Sevag Ossipian	Chartered Financial Analyst	SHERMAN OAKS, CA	0	12	n/a	no
RYAN DAVID MEACHAM	n/a	SHERMAN OAKS, CA	0	20	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RUGG, JONATHAN, CHRISTOPHER	OWNER, SHAREHOLDER, PRESIDENT	E	yes	08/2024	Aug 29, 2016	Nov 20, 2024
RUGG, JONATHAN, CHRISTOPHER	President	E	yes	08/2016	Aug 29, 2016	Nov 20, 2024
STERNBERG, LISA, IRWIN	CHIEF OPERATIONS OFFICER	Na	yes	08/2016	Aug 29, 2016	Nov 20, 2024
HIGHLINE HOLDINGS, INC.	HOLDING COMPANY / PARENT	E	no	10/2024	Nov 20, 2024	Nov 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HIGHLINE ASSET MANAGEMENT, LLC	n/a	Asset manager	$10.7M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$908M	$907M	17	15	0	n/a	n/a
2024	Mar 5, 2025	$666M	$666M	15	14	0	n/a	n/a
2023	Mar 18, 2024	$494M	$493M	13	13	0	n/a	n/a
2022	Mar 30, 2023	$285M	$285M	12	9	0	n/a	n/a
2021	Mar 31, 2022	$237M	$237M	7	7	1	n/a	n/a
2020	Mar 31, 2021	$195M	$195M	7	6	1	n/a	n/a
2019	May 14, 2020	$164M	$164M	8	5	1	n/a	n/a
2018	Mar 31, 2019	$113M	$113M	7	5	1	n/a	n/a
2017	Mar 30, 2018	$104M	$104M	7	5	0	n/a	n/a
2016	Jan 4, 2017	$91.7M	$91.7M	7	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$868M	$666M	30.4%	$285M	44.9%	17	15	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HELIUM ADVISORS LLC	2	Jul 21, 2022	Jun 1, 2023	SHERMAN OAKS, CA	Team lift out	RIA to RIA	18.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CHARLESWORTH & RUGG INC	3	Sep 14, 2016	Sep 15, 2016	WOODLAND HILLS, CA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (2)

→ HIGHLINE ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← HIGHLINE ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (20)

← RYAN DAVID MEACHAMAdvisorregistration: current employment
Apr 3, 2026 to presentfactForm ADV
← Sevag OssipianAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← Jamie Noelle RuggAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← BEN EMONSAdvisorregistration: current employment
Sep 4, 2025 to presentfactForm ADV
← Brian Robert GrimditchAdvisorregistration: current employment
Jul 22, 2024 to presentfactForm ADV
← AMANDA LAUREL ROCCAAdvisorregistration: current employment
Mar 26, 2024 to presentfactForm ADV
← Clark Christian EvansAdvisorregistration: current employment
Oct 31, 2023 to presentfactForm ADV
← MILLU CHANG RAMIREZAdvisorregistration: current employment
Jul 20, 2023 to presentfactForm ADV
← RICHARD BARNETTAdvisorregistration: current employment
Aug 27, 2021 to presentfactForm ADV
← ANDY BOB CHONGAdvisorregistration: current employment
Sep 23, 2020 to presentfactForm ADV
← LIONEL BENJAMIN TAPIEROAdvisorregistration: current employment
Apr 28, 2020 to presentfactForm ADV
← HUGH ARI MEYERAdvisorregistration: current employment
May 10, 2019 to presentfactForm ADV
← AARON DEJUAN MORRISAdvisorregistration: current employment
Aug 21, 2018 to presentfactForm ADV
← SHAWN JEN HSIEHAdvisorregistration: current employment
Aug 8, 2018 to presentfactForm ADV
← LISA IRWIN STERNBERGAdvisorregistration: current employment
Nov 21, 2016 to presentfactForm ADV
← DAVID KAORU YOSHIOKAAdvisorregistration: current employment
Sep 15, 2016 to presentfactForm ADV
← JONATHAN CHRISTOPHER RUGGAdvisorregistration: current employment
Sep 14, 2016 to presentfactForm ADV
← CYRUS MCDONALD AMINIAdvisorregistration: previous registration
Sep 15, 2016 to Jul 29, 2022factForm ADV
← Matthew M JensenAdvisorregistration: previous registration
Nov 17, 2021 to Jul 21, 2022factForm ADV
← THOMAS M MURPHYAdvisorregistration: previous registration
Jun 1, 2018 to Apr 22, 2020factForm ADV

Controls (2)

← STERNBERG, LISA, IRWINOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Aug 29, 2016 to Nov 20, 2024factForm ADV
← RUGG, JONATHAN, CHRISTOPHEROwnerOWNER, SHAREHOLDER, PRESIDENT, ownership code E, individual
Aug 29, 2016 to Nov 20, 2024factForm ADV

Owns (1)

← HIGHLINE HOLDINGS, INC.OwnerHOLDING COMPANY / PARENT, ownership code E, domestic entity
Nov 20, 2024 to Nov 20, 2024factForm ADV

Moved with (2)

→ HELIUM ADVISORS LLCRegistered adviser2 advisors, team lift out
Jul 21, 2022 to Jun 1, 2023factForm ADV
← CHARLESWORTH & RUGG INCRegistered adviser3 advisors, firm absorbed, same day
Sep 14, 2016 to Sep 15, 2016factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 27, 2026
Regulatory AUM changed
Highline Wealth Partners reported RAUM $907.9M, up 36% from $665.6M (2025-09-04 to 2026-02-27)
Form ADVobserved 6 days ago
$242M
Occurred
Mar 5, 2025
Regulatory AUM changed
Highline Wealth Partners reported RAUM $665.6M, up 35% from $493.7M (2025-01-15 to 2025-03-05)
Form ADVobserved 6 days ago
$172M
Occurred
Oct 22, 2024
Succession filed (Item 4)
Highline Wealth Partners reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2024
Regulatory AUM changed
Highline Wealth Partners reported RAUM $493.7M, up 73% from $285.1M (2024-01-05 to 2024-03-18)
Form ADVobserved 6 days ago
$209M
Occurred
Jul 29, 2022
Control person left
Mcdonald Cyrus Amini (Chief Compliance Officer, Chief Investment Officer) no longer on Schedule A of Highline Wealth Partners (listed 2022-03-31, absent 2022-07-29)
Form ADVobserved 6 days ago
Occurred
Jul 29, 2022
Advisor changed firm
Cyrus Mcdonald Amini left Highline Wealth Partners for Helium Advisors Llc (registered 2023-06-01)
Form ADVobserved 6 days ago
Occurred
Jul 21, 2022
Team lift-out
2 advisors left Highline Wealth Partners (Sherman Oaks, CA) for Helium Advisors LLC within 8 days
Form ADVobserved 6 days ago
2 advisors
Occurred
Jul 21, 2022
Advisor changed firm
Matthew M Jensen left Highline Wealth Partners for Helium Advisors Llc (registered 2022-10-05)
Form ADVobserved 6 days ago
Occurred
Aug 29, 2016
First Form ADV filing
Charlesworth & Rugg, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 30, 2023
Highline Wealth Partners reported 10 state-registered advisory representatives, up from 0 (2022-07-29 to 2023-03-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2852c49-4fee-b186-bacc-80a3056a491a
First observed: Aug 29, 2016
Last observed: Jun 22, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HIGHLINE WEALTH PARTNERS

HIGHLINE WEALTH PARTNERS, LLC, CRD 284712

SHERMAN OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2852c49-4fee-b186-bacc-80a3056a491a

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN CHRISTOPHER RUGG

Chartered Financial Analyst

SHERMAN OAKS, CA

DAVID KAORU YOSHIOKA

n/a

SHERMAN OAKS, CA

LISA IRWIN STERNBERG

n/a

SHERMAN OAKS, CA

n/a

SHAWN JEN HSIEH

Certified Financial Planner|Chartered Financial Analyst

SHERMAN OAKS, CA

AARON DEJUAN MORRIS

n/a

SHERMAN OAKS, CA

HUGH ARI MEYER

n/a

SHERMAN OAKS, CA

LIONEL BENJAMIN TAPIERO

n/a

SHERMAN OAKS, CA

ANDY BOB CHONG

Chartered Financial Analyst

SHERMAN OAKS, CA

n/a

RICHARD BARNETT

Chartered Financial Analyst

SHERMAN OAKS, CA

n/a

MILLU CHANG RAMIREZ

Certified Financial Planner

SHERMAN OAKS, CA

Clark Christian Evans

n/a

SHERMAN OAKS, CA | Solana Beach, CA

AMANDA LAUREL ROCCA

n/a

SHERMAN OAKS, CA

Brian Robert Grimditch

n/a

SHERMAN OAKS, CA

n/a

BEN EMONS

n/a

SHERMAN OAKS, CA

Jamie Noelle Rugg

n/a

SHERMAN OAKS, CA

n/a

Sevag Ossipian

Chartered Financial Analyst

SHERMAN OAKS, CA

n/a

RYAN DAVID MEACHAM

n/a

SHERMAN OAKS, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RUGG, JONATHAN, CHRISTOPHER

OWNER, SHAREHOLDER, PRESIDENT

yes

08/2024

Aug 29, 2016

Nov 20, 2024

RUGG, JONATHAN, CHRISTOPHER

President

yes

08/2016

Aug 29, 2016

Nov 20, 2024

STERNBERG, LISA, IRWIN

CHIEF OPERATIONS OFFICER

yes

08/2016

Aug 29, 2016

Nov 20, 2024

HIGHLINE HOLDINGS, INC.

HOLDING COMPANY / PARENT

10/2024

Nov 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HIGHLINE ASSET MANAGEMENT, LLC

n/a

Asset manager

$10.7M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$908M

$907M

n/a

2024

Mar 5, 2025

$666M

n/a

2023

Mar 18, 2024

$494M

$493M

n/a

2022

Mar 30, 2023

$285M

n/a

2021

Mar 31, 2022

$237M

n/a

2020

Mar 31, 2021

$195M

n/a

2019

May 14, 2020

$164M

n/a

2018

Mar 31, 2019

$113M

n/a

2017

Mar 30, 2018

$104M

n/a

2016

Jan 4, 2017

$91.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$868M

$666M

30.4%

$285M

44.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HELIUM ADVISORS LLC

Jul 21, 2022

Jun 1, 2023

SHERMAN OAKS, CA

Team lift out

RIA to RIA

18.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CHARLESWORTH & RUGG INC

Sep 14, 2016

Sep 15, 2016

WOODLAND HILLS, CA

Firm absorbed

Other

100.0%