Data / Form D filings / Highline Wealth Management, LLC
Highline Wealth Management, LLC: Form D filings
Highline Wealth Management, LLC, an investing company in Rockville, MD, filed 2 Form D notices with the SEC between 2011 and 2014. The latest, on October 15, 2014, reports $450,000 sold of a $450,000 offering to 3 investors.
Find out what Highline Wealth Management, LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 1 Preserve Parkway, Sixth Floor, Rockville, MD, 20852
- Phone
- (301) 564-9500
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Maryland
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1532194
The full lists. Form D filings in Maryland: 608 rows, $30.40, or the new rows each week for $19 a month. Form D filings in Investing: 1,820 rows, $91, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Oct 15, 2014 | New notice | $450,000 | $450,000 | $0 | 3 | Oct 3, 2014 | sec.gov |
| Oct 11, 2011 | New notice | $3,050,000 | $3,050,000 | $0 | 7 | Sep 27, 2011 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| William J. B. Schwartz | Executive Officer, Director, Promoter | |
| Neal J. B. Simon | Executive Officer, Director, Promoter |
Other investing companies in Maryland that filed recently
- Griot Capital Group, LLC $3.5 million · Aug 17, 2026
Every Form D from the week of Oct 13, 2014 · All recent filings in Maryland · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Highline Wealth Management, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
$10 of credit on sign-up, no card.