Lisa Irwin Sternberg
Investment adviser representative at Highline Wealth Partners
43 yearsExperience
1 stateRegistered in
$867.9MFirm assets
10 yearsFirm in business
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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
43 years in the industry.
- Highline Wealth Partners, LLC (fka Charlesworth & Rugg, Inc.)Dec 2024 to now
- Highline Wealth PartnersNov 2016 to now
- Charlesworth & Rugg, Inc., dba Highline Wealth PartnersJun 2022 to Dec 2024
- Charlesworth & Rugg, Inc.Jul 1983 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 1998793
- Firm CRD
- 284712