Unclaimed Profile

Lisa Irwin Sternberg

HIGHLINE WEALTH PARTNERS, LLC·SHERMAN OAKS, California

Series 2, Series 24, Series 65Clean record9 years registeredHIGHLINE WEALTH PARTNERS, LLC

15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA 91403CRD# 1998793Firm CRD# 284712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Irwin Sternberg · SHERMAN OAKS, CA

Registration

CRD #1998793 · HIGHLINE WEALTH PARTNERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

HIGHLINE WEALTH PARTNERS

Nov 2016 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 24

Series 65

Registration record

First registered · November 21, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLINE WEALTH PARTNERS, LLC

CRD 284712 · SEC 801-108350

AUM

$494M

Regulatory assets under management

Employees

726 client accounts

Services offered by HIGHLINE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HIGHLINE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lisa Irwin Sternberg offer?

Lisa Irwin Sternberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.

What are Lisa Irwin Sternberg's credentials?

Lisa Irwin Sternberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Irwin Sternberg located?

Lisa Irwin Sternberg is based in SHERMAN OAKS, California, working with HIGHLINE WEALTH PARTNERS, LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.

How does Lisa Irwin Sternberg charge for services?

Lisa Irwin Sternberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLINE WEALTH PARTNERS, LLC?

HIGHLINE WEALTH PARTNERS, LLC has approximately 13 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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