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BLUE LINE CAPITAL ADVISORS
WEALTH MANAGEMENT AMERICA, LLC
CRD 297188
4145 FARADAY WAY, PALM BEACH GARDENS, FL, 33418, United States
Phone
561-385-4131
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.2M
Discretionary AUM
$44.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $8.1M |
| High net worth individuals | 17 | $35.5M |
| Pension/profit sharing plans | 1 | $2.6M |
Official SEC filing: View on IAPD