Highline Private Wealth, LLC

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Client assets under management

$2,776,328

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$347,041

Client services

Financial planning Portfolio management Selection of other advisers

Main office location

Highline Private Wealth, LLC

Jacksonville FL, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website (904) 253-8622

Advisors at this firm

Nelson G

CFP®, Series 63, Series 65

Jacksonville, FL

Highline Private Wealth, LLC

Nelson Greene is a CFP® professional with five years of industry experience, currently serving at Highline Private Wealth, LLC. His prior roles include positions at Financial Independence Advisors, LLC and Parkside Investments, LLC. Outside of financial advising, he is a co-owner of Deepwake Analytics, LLC, a firm that provides operational data consulting to small businesses. Highline Private Wealth, LLC is a supported firm with a small team of advisors that delivers tailored wealth management services.

Richard C

Series 65

Jacksonville, FL

Highline Private Wealth, LLC

Richard Crawford II is a financial advisor at Highline Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at SS&C Technologies, Inc. since 2016, where he serves as Senior Director of Wealth Market Commercial Strategy. Highline Private Wealth, LLC is a small firm with two advisors that supports clients through tailored wealth management services.

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