| 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 |
Life Line Wealth Management LLC reports $476.2 million in regulatory assets under management on its Form ADV.
Life Line Wealth Management LLC reports 5 employees.
Life Line Wealth Management LLC is based in Beverly Hills, CA and has been SEC-registered since 2019.
Life Line Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $445.7M |
| Non-discretionary | $30.5M |
| Total (RAUM) | $476.2M |