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Hugh Ari Meyer

Highline Wealth Partners

Sherman Oaks, CA

CRD 4131063

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Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Highline Wealth Partners

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-10
  • CA RA
    APPROVED
    Since 2019-05-10

Branch Locations

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Los Angeles CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Los Angeles CA 11/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-08
S63 Uniform Securities Agent State Law Examination 2001-03-28
  • S65 Uniform Investment Adviser Law Examination
    2019-05-08
  • S63 Uniform Securities Agent State Law Examination
    2001-03-28

View on SEC IAPD

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