Home
›
Firms
›
HIGHLINE WEALTH MANAGEMENT, LLC
HIGHLINE WEALTH MANAGEMENT, LLC
ROCKVILLE, Maryland
·
8 registered advisors
·
CRD# 142542
SEC# 801-67341
301-564-9500
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
24
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HIGHLINE WEALTH MANAGEMENT, LLC
8 registered advisors
Ashley Elyse Iddings
ROCKVILLE, Maryland
CRD# 4571359
Aviva Shrock Pinto
ROCKVILLE, Maryland
CRD# 1558865
Gary Richard Sobelman
ROCKVILLE, Maryland
CRD# 1411148
Grant Michael Ruder
ROCKVILLE, Maryland
CRD# 5423841
Jay Michael Weinstein
ROCKVILLE, Maryland
CRD# 1783142
Michael Timothy Moriarty
ROCKVILLE, Maryland
CFP
CRD# 2355008
Michele Gabrielle Walthert
ROCKVILLE, Maryland
CFP
CRD# 4534313
Timothy Richard Hughes
ROCKVILLE, Maryland
CRD# 5019024
05
Office Locations
ROCKVILLE, Maryland
8 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. HIGHLINE WEALTH MANAGEMENT, LLC (CRD# 142542) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.