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Life Line Wealth Management LLC

Life Line Wealth Management LLC. CRD 171051

L

CRD: 171051

Life Line Wealth Management LLC

(323) 452-9548
$557.6M Total AUM
$536.5M Disc. AUM
12.2% 3Y CAGR
6 Employees
97 ADV. Clients
12 yrs Firm Age

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Firm 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 12 years. Managing $557.6M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.

Reported data analysis

What the numbers show

Between November 28, 2025 and March 23, 2026, reported AUM increased 17.1%, from $476.2M to $557.6M.

Across 5 reported observations, AUM increased 46.6% between November 21, 2022 and March 23, 2026, from $380.4M to $557.6M.

Of the latest reported AUM, 96.2% is discretionary and 3.8% is non-discretionary.

The firm reports 5 advisory representatives and 97 clients, or 19.4 clients per representative. That equates to $5.7M in reported AUM per client.

The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$111.5M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
12yrs Firm Age

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Available data coverage

  • Asset Classes
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

L

LAMECK HUMBLE LUKANGA

Chief Executive Officer, FOUNDING PARTNER

CRD
#6387895
Ownership
Less than 5%
A

AARON JEROME STEPHENS

Chairman, Chief Compliance Officer, Chief Investment Officer

CRD
#4187057
Ownership
Less than 5%

Showing 2 of 2 owners & executives

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Contacts

S

Sebastian Earl Eccles

--

CRD
#6386860
C

Cristian Enrique Mundy

Wealth Management Consultant

CRD
#5789678

Showing 2 of 5 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-21-2022
09-10-2023
03-22-2024
11-28-2025
03-23-2026
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

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Separately Managed Accounts

SMA allocation detail is available

Life Line Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q1 2026

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Life Line Wealth Management LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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