L
$557.6M Total AUM
$536.5M Disc. AUM
12.2% 3Y CAGR
6 Employees
97 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2014
- Office Locations
- 3
Office Locations
24 Greenway Plaza Suite 1860 Houston TX
6548 LA Mirada AVE LOS Angeles CA
8447 Wilshire Boulevard Suite 200 Beverly Hills CA
About Life Line Wealth Management LLC
Life Line Wealth Management LLC is a Beverly Hills-based RIA with 3 offices. The firm has been operating for 11 years. Managing $557.6M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$111.5M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
4.8 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LAMECK HUMBLE LUKANGA
Chief Executive Officer, FOUNDING PARTNER
- CRD
- #6387895
- Ownership
- Less than 5%
Available
Available
Available
A
AARON JEROME STEPHENS
Chairman, Chief Compliance Officer, Chief Investment Officer
- CRD
- #4187057
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
S
Sebastian Earl Eccles
--
- CRD
- #6386860
Available
Available
Available
C
Cristian Enrique Mundy
Wealth Management Consultant
- CRD
- #5789678
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $536,473,734 | $1,457,809 |
| Non-Discretionary | $21,158,546 | $705,285 |
| Total | $557,632,280 | $1,401,086 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing