|
⚲
|
| Keyboard |
| Life Line Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 171051 |
| SEC # | 801-114579 |
| CIK # | 0002035872 |
| AUM | 557.6 M (2026-03-23) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 323-452-9548 |
| Address | 8447 Wilshire Boulevard Beverly Hills, CA 90211 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 38.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 1.1 | ||
| Rubrik Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 18.9 |
| (b) Individuals (high net worth individuals) | 50 | 538.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 398 | 557.6 |
| By Discretionary | ||
| Discretionary | 368 | 536.5 |
| Non-Discretionary | 30 | 21.2 |
| Total | 398 | 557.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 557.6 | |
| Total | 398 | 557.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035872] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lifeguide Financial Advisors LLC
✚
|
PA | 562.9 M |
|
Beck Capital Management LLC
✚
|
TX | 562.4 M |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 562.3 M |
|
John A Wolfe & Associates Inc
✚
|
MI | 560.7 M |
|
M Kraus & Company
✚
|
VT | 559.3 M |
|
Narus Financial Partners LLC
✚
|
UT | 559.0 M |
|
Wealth Science Advisors LLC
✚
|
GA | 558.7 M |
|
Trinity Capital Management LLC
✚
|
CA | 556.8 M |
|
Asset Planning Inc
✚
|
CA | 553.5 M |
|
Nexus One Financial Advisors LLC
✚
|
TX | 552.0 M |