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(San Francisco, CA), with $756M and Apex Clearing Corporation (Dallas, TX), with $408K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Highline Wealth Partners have?","answer":"Highline Wealth Partners has 15 investment adviser representatives registered with state securities authorities, out of 17 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Highline Wealth Partners invest in?","answer":"At the end of its last fiscal year, Highline Wealth Partners’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 13% cash and equivalents, 12% other, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% non-exchange-traded equities. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}