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Waterline Partners, LLC (Los Angeles)


Waterline Partners, LLC is a large advisory firm based in Los Angeles. It manages $522.29 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Texas.

Waterline Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Waterline Partners: assets under management

The assets under management (AUM) of Waterline Partners, LLC is $522.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 226% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $522.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Waterline Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Waterline Partners, LLC performs its advisory services is located at 6701 Center Drive West, Los Angeles, CA 90045, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-256-2570 or by fax 310-496-2916. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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