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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Life Line Wealth Management LLC
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|---|---|
| CRD # | 171051 |
| SEC # | 801-114579 |
| CIK # | 0002035872 |
| AUM | $476.2 M (2025-05-06) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 323-452-9548 |
| Address | 8447 Wilshire Boulevard Beverly Hills, CA 90211 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 40.2 | ||
| Fidelity Wise Origin Bitcoin Fund | 1.8 | ||
| Oaktree Acquisition Corp | 0.7 | ||
| Netflix Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 15.4 |
| (b) Individuals (high net worth individuals) | 51 | 460.8 |
| (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 | 399 | 476.2 |
| By Discretionary | ||
| Discretionary | 336 | 445.7 |
| Non-Discretionary | 63 | 30.5 |
| Total | 399 | 476.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.2 | |
| Total | 399 | 476.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002035872] |
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|---|---|---|
|
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✚
|
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|
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