Active
LIFE LINE WEALTH MANAGEMENT LLC
Investment Advice|BEVERLY HILLS, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$476.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 445.7M |
| Non-Discretionary | 30.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 171051 |
| SEC Number | 801-114579 |
| Street Address | 8447 WILSHIRE BOULEVARD |
| Street Address 2 | SUITE 200 |
| Location | BEVERLY HILLS, CA 90211 |
| Country | United States |
| Phone | 323-452-9548 |
| Fax | 847-574-0994 |
| Total Employees | 5 |
Client Count by Type (100 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 51 |
| Individuals (other than H… | 49 |
County data not available for this organization.