Assets Under Management
$476.2M
Number of Clients
100
Number of Advisors
4
Average Client AUM
$4.8M
AUM per Advisor
$119.0M
Compensation
Fee-Only (AUM)
Life Line Wealth Management provides discretionary investment management using ETFs and other instruments. Financial planning services, including risk management, tax, retirement, estate, and debt management planning, are available to investment management clients at no additional cost. They manage investments based on client risk capacity and financial situations.
8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211