Unclaimed Profile

Michele Gabrielle Walthert

HIGHLINE WEALTH MANAGEMENT, LLC·ROCKVILLE, Maryland

Series 7, Series 31, Series 66CFPClean record23 years registeredHIGHLINE WEALTH MANAGEMENT, LLC

ONE PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 4534313Firm CRD# 142542

Profile Verification

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

Identity

Michele Gabrielle Walthert · ROCKVILLE, MD

Registration

CRD #4534313 · HIGHLINE WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Jan 2021 – present

WEALTHSPIRE ADVISORS

Sep 2015 – Dec 2020

POTOMAC, MD

HIGHLINE WEALTH MANAGEMENT, LLC

May 2011 – Dec 2015

ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2002 – May 2011

VIENNA, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · September 2, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLINE WEALTH MANAGEMENT, LLC

CRD 142542 · SEC 801-67341

AUM

$1.4B

Regulatory assets under management

Employees

3,020 client accounts

Services offered by HIGHLINE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIGHLINE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michele Gabrielle Walthert offer?

Michele Gabrielle Walthert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Michele Gabrielle Walthert's credentials?

Michele Gabrielle Walthert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michele Gabrielle Walthert located?

Michele Gabrielle Walthert is based in ROCKVILLE, Maryland, working with HIGHLINE WEALTH MANAGEMENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Michele Gabrielle Walthert charge for services?

Michele Gabrielle Walthert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLINE WEALTH MANAGEMENT, LLC?

HIGHLINE WEALTH MANAGEMENT, LLC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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