CM
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Cristian Enrique Mundy

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
100 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$476.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cristian owns a short-term rental property in Indio, California, dedicating minimal time to it. He also coaches basketball for kids at the Hollywood Recreation Center, spending a few hours per week on this activity.

Employment History
Current Registrations
Life Line Wealth Management LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2017 - April 2023 · 6 yrs
J.P. Morgan Securities LLCBroker
October 2012 - April 2023 · 10 yrs 6 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Cristian Enrique Mundy - Financial Advisor | TrueAdvisor