Life Line Wealth Management LLC
● SEC registered since 2019CRD 171051SEC# 801-114579Beverly Hills, CA
Reg. AUM
$557.6M
Employees
6
Accounts
398
Location
Beverly Hills, CA
Life Line Wealth Management LLC assets under management
Life Line Wealth Management LLC is a registered investment adviser overseen by the SEC based in Beverly Hills, CA. The firm has been registered since 2019. It reports $557.6 million in regulatory assets under management and employs 6 people.
Life Line Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Jerome Stephens Control | Chief Investment Officer, Chief Compliance Officer | Under 5% | 2019 |
| Lameck Humble Lukanga Control | Chief Executive Officer | Under 5% | 2015 |
| Life Line Holdings, Inc. Control | Owner | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Life Line Wealth Management LLC manage?
Life Line Wealth Management LLC reports $557.6 million in regulatory assets under management on its Form ADV.
How many employees does Life Line Wealth Management LLC have?
Life Line Wealth Management LLC reports 6 employees.
Where is Life Line Wealth Management LLC located?
Life Line Wealth Management LLC is based in Beverly Hills, CA and has been SEC-registered since 2019.
Does Life Line Wealth Management LLC disclose fund performance?
Life Line Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA 90211 |
| Phone | 323-452-9548 |
| Fax | 847-574-0994 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$557.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$557.6Mregulatory AUM
Discretionary $536.5MNon-discretionary $21.2M