Sevag Ossipian
Highline Wealth Partners · Sherman Oaks, California
Sevag Ossipian is a fee-only financial advisor at Highline Wealth Partners in Sherman Oaks, California, who holds the CFA credential. Sevag 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 Sevag →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 8209216 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.charlesworthrugg.com |
Request an introduction to Sevag
Tell Sevag a little about what you're looking for. Sevag 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 Sevag
Is Sevag Ossipian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sevag 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 Sevag charge for financial advice?
Sevag's firm, Highline Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Sevag charge?
According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Sevag Ossipian based?
Sevag Ossipian is based in Sherman Oaks, California.
What does Sevag specialize in?
Sevag's specialties include family wealth transfer and small business owners. Sevag works with executives and multi-generational families.
What credentials does Sevag Ossipian hold?
Sevag Ossipian holds the CFA credential.
Is Sevag Ossipian registered with the SEC?
Yes. Sevag Ossipian is registered as an investment adviser representative in CA (CRD 8209216), 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 Sevag Ossipian?
Through Sevag'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.