LIFE LINE WEALTH MANAGEMENT LLC
Adviser information for LIFE LINE WEALTH MANAGEMENT LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 306 | $409.1M |
| Non-Discretionary | 48 | $29.6M |
| Total | 354 | $438.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 48 | $15.4M |
| HNW Individuals | 45 | $423.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-114579 |
|---|---|
| SEC ERA File Number | 801-114579 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171051 |
| Legal Entity Identifier | None |
Principal Office
8447 WILSHIRE BOULEVARDSUITE 200
BEVERLY HILLS
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 323-452-9548, Fax: 847-574-0994
Chief Compliance Officer
AARON JEROME STEPHENS
CHIEF INVESTMENT OFFICER
2700 POST OAK BLVD
21ST FLOOR
HOUSTON
TX
United States
Tel:
713-936-2821
Fax:
847-574-0994
A************@**********M
(Full email address available in API data)
Regulatory Contact
LAMECK HUMBLE LUKANGA
CHIEF EXECUTIVE OFFICER
8447 WILSHIRE BOULEVARD
SUITE 200
BEVERLY HILLS
CA
United States
Tel:
323-452-9548
Fax:
847-574-0994
H*****@**********M
(Full email address available in API data)
Industry Affiliates
| LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| LIFE LINE FINANCIAL GROUP LLC | Accountant or accounting firm |
| LIFELINE TORCH MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEW TERRITORY ADVISORS | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LUKANGA, LAMECK, HUMBLE | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2015 | < 5% |
| STEPHENS, AARON, JEROME | Individual | – | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | 01/2019 | < 5% |
| LIFE LINE HOLDINGS, INC. | Domestic Entity | – | OWNER | 05/2019 | > 75% |
| LUKANGA, LAMECK, HUMBLE | Individual | LIFE LINE HOLDINGS, INC. | SHAREHOLDER | 05/2019 | > 75% |