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Chief Operations Officer · Highline Wealth Partners

Lisa I. Sternberg

CRD 1998793 · Named on Form ADV at one SEC-registered adviser

At a glance

Highline Wealth Partners, an SEC-registered wealth manager based in Sherman Oaks, CA with $868 million in regulatory assets, lists Lisa I. Sternberg on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

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Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.