Amanda Laurel Rocca
Investment adviser representative at Highline Wealth Partners
11 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
11 years in the industry.
- Highline Wealth PartnersMar 2024 to now
- Allworth FinancialNov 2023 to Mar 2024
- Aw SecuritiesNov 2023 to Mar 2024
- Ms Howells & CoMar 2017 to Nov 2023
- Hall Private Wealth AdvisorsApr 2015 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
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
- 2426663
- Firm CRD
- 284712