LIFE LINE WEALTH MANAGEMENT LLC

8447 Wilshire Boulevard
Suite 200
Beverly Hills, California 90211
Tel: 323-452-9548

About LIFE LINE WEALTH MANAGEMENT LLC

LIFE LINE WEALTH MANAGEMENT LLC, formally registered with the SEC as LIFE LINE WEALTH MANAGEMENT LLC. The firm was established in 01/28/2019. They have over 2 offices throughout the country.

LIFE LINE WEALTH MANAGEMENT LLC is a Beverly Hills, California based Financial Planning firm with nearly $438,781,576 assets under management, offering retirement planning & investment advisory services to 354 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171051
SEC#	801-114579
Assets Managed by Firm	$438,781,576
No. of Clients	354
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	354	$438,781,576
Individuals (other than high net worth individuals)	48	$15,386,367
High net worth individuals	45	$423,395,209

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