HIGHLINE WEALTH MANAGEMENT, LLC
CRD #142542 SEC #801-67341 ROCKVILLE, MD 301-564-9500
SEC Registered
Total AUM
$1.2B
Discretionary
$487.4M
Employees
11
Clients
101
Accounts
1,699
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $1.4B | $1B | $334M | 24 | 200 |
| Jul 2014 | $1.3B | $932.2M | $402.7M | 24 | 200 |
| Apr 2014 | $1.3B | $932.2M | $402.7M | 24 | 200 |
| Apr 2014 | $1.3B | $932.2M | $402.7M | 24 | 200 |
| Mar 2014 | $1.2B | $823.1M | $422.7M | 24 | 200 |
| Jan 2014 | $1.2B | $823.1M | $422.7M | 24 | 200 |
| Dec 2013 | $1.2B | $823.1M | $422.7M | 24 | 200 |
| Nov 2013 | $1.2B | $823.1M | $422.7M | 24 | 200 |
| Oct 2013 | $1.2B | $752.6M | $446.9M | 22 | 200 |
| Mar 2013 | $1.2B | $752.6M | $446.9M | 22 | 200 |
| May 2012 | $1.2B | $487.4M | $702.8M | 11 | 200 |
| Mar 2012 | $1.2B | $487.4M | $702.8M | 11 | 200 |
| Dec 2011 | $1.2B | $433.2M | $746M | 11 | 101 |
| Nov 2011 | $1.1B | $284M | $829.2M | 11 | 101 |
| Mar 2011 | $1.1B | $284M | $829.2M | -- | -- |
| Apr 2010 | $988.8M | $0 | $988.8M | -- | -- |
| Jan 2010 | $724M | $0 | $724M | 10 | -- |
| Sep 2008 | $715M | $0 | $715M | 10 | -- |
| Sep 2008 | $715M | $0 | $715M | 10 | -- |
| May 2007 | $409.1M | $0 | $409.1M | 5 | -- |
| Apr 2007 | $409.1M | $0 | $409.1M | 5 | -- |
| Mar 2007 | $409M | $0 | $409M | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2015
Total AUM$1.4B
Discretionary$1B
Non-Disc.$334M
Employees24
Clients200
DateJul 2014
Total AUM$1.3B
Discretionary$932.2M
Non-Disc.$402.7M
Employees24
Clients200
DateApr 2014
Total AUM$1.3B
Discretionary$932.2M
Non-Disc.$402.7M
Employees24
Clients200
DateApr 2014
Total AUM$1.3B
Discretionary$932.2M
Non-Disc.$402.7M
Employees24
Clients200
DateMar 2014
Total AUM$1.2B
Discretionary$823.1M
Non-Disc.$422.7M
Employees24
Clients200
DateJan 2014
Total AUM$1.2B
Discretionary$823.1M
Non-Disc.$422.7M
Employees24
Clients200
DateDec 2013
Total AUM$1.2B
Discretionary$823.1M
Non-Disc.$422.7M
Employees24
Clients200
DateNov 2013
Total AUM$1.2B
Discretionary$823.1M
Non-Disc.$422.7M
Employees24
Clients200
DateOct 2013
Total AUM$1.2B
Discretionary$752.6M
Non-Disc.$446.9M
Employees22
Clients200
DateMar 2013
Total AUM$1.2B
Discretionary$752.6M
Non-Disc.$446.9M
Employees22
Clients200
DateMay 2012
Total AUM$1.2B
Discretionary$487.4M
Non-Disc.$702.8M
Employees11
Clients200
DateMar 2012
Total AUM$1.2B
Discretionary$487.4M
Non-Disc.$702.8M
Employees11
Clients200
DateDec 2011
Total AUM$1.2B
Discretionary$433.2M
Non-Disc.$746M
Employees11
Clients101
DateNov 2011
Total AUM$1.1B
Discretionary$284M
Non-Disc.$829.2M
Employees11
Clients101
DateMar 2011
Total AUM$1.1B
Discretionary$284M
Non-Disc.$829.2M
Employees--
Clients--
DateApr 2010
Total AUM$988.8M
Discretionary$0
Non-Disc.$988.8M
Employees--
Clients--
DateJan 2010
Total AUM$724M
Discretionary$0
Non-Disc.$724M
Employees10
Clients--
DateSep 2008
Total AUM$715M
Discretionary$0
Non-Disc.$715M
Employees10
Clients--
DateSep 2008
Total AUM$715M
Discretionary$0
Non-Disc.$715M
Employees10
Clients--
DateMay 2007
Total AUM$409.1M
Discretionary$0
Non-Disc.$409.1M
Employees5
Clients--
DateApr 2007
Total AUM$409.1M
Discretionary$0
Non-Disc.$409.1M
Employees5
Clients--
DateMar 2007
Total AUM$409M
Discretionary$0
Non-Disc.$409M
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--