Richard Barnett
Investment adviser representative at Highline Wealth Partners
24 yearsExperience
2 statesRegistered in
CFADesignation
$867.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Highline Wealth PartnersAug 2021 to now
- N/aApr 2021 to Aug 2021
- Northern TrustApr 2002 to Apr 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Highline Wealth Partners
Legal name: Highline Wealth Partners, LLC
$867.9MAssets managed
360Clients
15Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1667160
- Firm CRD
- 284712