Millu Ramirez has been an investment adviser representative at Highline Wealth Partners since July 2023, and is not listed among the firm’s executive officers or direct owners.
Highline Wealth Partners, LLC is a Sherman Oaks, CA firm with $868M under management, 360 clients and 15 advisers in one office, as of its June 2026 filing.
Millu Ramirez’s longest registration was 5 years at Urban Wealth Management (2018–2023). Before joining Highline Wealth Partners in 2023, Millu Ramirez was registered through Urban Wealth Management and Steel Peak Wealth Management, LLC.
- Highline Wealth PartnersCurrent– present · 3 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
- Urban Wealth Management– · 5 yearsEl Segundo, CA · Adviser representative · Firm CRD 285633
- Steel Peak Wealth Management, LLC– · 1 yearWoodland Hills, CA · Adviser representative · Firm CRD 165168
- Trilogy Capital, Inc.– · under a yearWoodland Hills, CA · Adviser representative · Firm CRD 281597
- National Planning Corporation ("NPC of America" in FL & NY)– · 1 yearWoodland Hills, CA · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Millu Ramirez is registered as an investment adviser representative in California, since July 2023.
- CaliforniaSince 20 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 August 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 April 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Millu Chang Ramirez
- CRD
- 6178879
- Firm
- Highline Wealth Partners · CRD 284712
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Millu Ramirez work?
Millu Ramirez is an investment adviser representative registered through Highline Wealth Partners, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Millu Ramirez a financial advisor?
Yes. Millu Ramirez has a current investment-adviser registration in California, through Highline Wealth Partners since July 2023.
How many years of experience does Millu Ramirez have?
Millu Ramirez has 12 years in the financial industry, since August 2014, across 5 adviser firms.
What exams has Millu Ramirez passed?
Millu Ramirez has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2013. FINRA credited Millu Ramirez with the SIE, which began in October 2018.
Where did Millu Ramirez work before Highline Wealth Partners?
Before Highline Wealth Partners, Millu Ramirez was registered through Steel Peak Wealth Management, LLC, June 2016 to March 2018; Trilogy Capital, Inc., December 2015 to July 2016; National Planning Corporation ("NPC of America" in FL & NY), August 2014 to June 2016.
Where is Millu Ramirez based?
Millu Ramirez’s registered office is in Sherman Oaks, CA.
Is Millu Ramirez registered with FINRA?
No. Millu Ramirez has no current broker registration.
How can I verify Millu Ramirez’s record?
Search CRD 6178879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Millu Ramirez’s full registration record.
