Millu
Ramirez

Highline Wealth Partners

CRD#6178879
Investment Advisor
in Sherman Oaks, CA

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About this Advisor

Millu Ramirez is a financial advisor based in Sherman Oaks, California, working with Highline Wealth Partners. Millu has previously held positions at National Planning Corporation, Trilogy Capital, Inc, Steel Peak Wealth Management, LLC, Urban Wealth Management, Uwm Insurance Services, LLC, and Highline Wealth Partners. Millu has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Millu is part of Highline Wealth Partners, which operates out of Sherman Oaks, California. The firm has 13 employees and manages assets totaling $493.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Highline Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15260 Ventura Blvd., Suite 855
Sherman Oaks, CA 91403

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Highline Wealth Partners Brokerage Details

Total Assets Under Management

$493,668,759

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

726

CA Average: 3,727
Average Account Size

$679,985

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Millu Ramirez Work History

2023 - Present (1 year)

Highline Wealth Partners

2018 - 2023 (5 years)

Urban Wealth Management

2018 - 2023 (5 years)

Uwm Insurance Services, LLC

2016 - 2018 (2 years)

Steel Peak Wealth Management, LLC

2013 - 2016 (3 years)

National Planning Corporation

2013 - 2016 (3 years)

Trilogy Capital, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Millu Ramirez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Highline Wealth Partners

Jamie Rugg
Sherman Oaks, CA
Millu Ramirez
Sherman Oaks, CA
Shawn Hsieh
Sherman Oaks, CA
Clark Evans
Solana Beach, CA
Lionel Tapiero
Sherman Oaks, CA
Aaron Morris
Sherman Oaks, CA
Jonathan Rugg
Sherman Oaks, CA
Amanda Rocca
Sherman Oaks, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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