Amanda Rocca
Highline Wealth Partners · Sherman Oaks, California
Amanda Rocca is a fee-only financial advisor at Highline Wealth Partners in Sherman Oaks, California. Amanda focuses on family wealth transfer and small business owners. Highline Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Amanda →
Specialties
Who they serve
- Executives
- Multi-generational families
Facts
| Firm | Highline Wealth Partners |
|---|---|
| Based in | Sherman Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $867.9M across 942 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2426663 |
| Exams passed | Series 63 (1999) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.charlesworthrugg.com |
Request an introduction to Amanda
Tell Amanda a little about what you're looking for. Amanda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amanda
Is Amanda Rocca a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Highline Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, Highline Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Amanda charge?
According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Amanda Rocca based?
Amanda Rocca is based in Sherman Oaks, California.
What does Amanda specialize in?
Amanda's specialties include family wealth transfer and small business owners. Amanda works with executives and multi-generational families.
Is Amanda Rocca registered with the SEC?
Yes. Amanda Rocca is registered as an investment adviser representative in CA (CRD 2426663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highline Wealth Partners manage?
Highline Wealth Partners reports $867.9M across 942 accounts in assets under management.
How do I contact Amanda Rocca?
Through Amanda's website, www.charlesworthrugg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Highline Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.