BEVERLY HILLS, CACRD 171051Latest ADV March 23, 2026
Life Line Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 23, 2026, reports $558M in regulatory assets under management, 6 employees, 1 office, and 398 accounts.
Assets Under Management
$558M
Employees
6
Offices
1 office
Total Clients
97
Primary office
BEVERLY HILLS, CA
8447 WILSHIRE BOULEVARD, SUITE 200, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.5% of total clients.
Top client categories% of clientsClients
1
HNWI
51.5%
50
2
Individuals
48.5%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$558Mas of March 23, 2026
Discretionary96.2%
$536M
96% of total RAUM96.2%
Non-discretionary3.8%
$21M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$558M
Total Accounts398
10Y AUM Change+$432M (+343.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee16:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.