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LIFE LINE WEALTH MANAGEMENT LLC
CRD 171051 · SEC 801-114579
8447 WILSHIRE BOULEVARD, SUITE 200, BEVERLY HILLS, CA, 90211, United States
Phone
323-452-9548
Fax
847-574-0994
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$557.6M
Discretionary AUM
$536.5M
Team
6 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $18.9M |
| High net worth individuals | 50 | $538.7M |
States served
CA, CO, LA, TX
Official SEC filing: View on IAPD