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LIFE LINE WEALTH MANAGEMENT LLC

BEVERLY HILLS, CA · CRD 171051 · IAPD ↗ · 323-452-9548

$557.6MRegulatory AUM
5Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LIFE LINE WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($476.2M -> $557.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — LIFE LINE WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.