Life Line Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Life Line Wealth Management reports 97 clients. They include 50 high-net-worth individuals and 47 individual clients. Of its assets, 96.2% ($536M across 368 accounts) are managed with discretion; $21.2M across 30 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 3% |
| High-net-worth individuals | 52% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $18.9M | 3.4% | $402K |
| High-net-worth individuals | 50 | $539M | 96.6% | $10.8M |
| Total | 97 | $558M | 100% | $5.75M |
- Clients
- 47
- Regulatory AUM
- $18.9M
- AUM share
- 3.4%
- Avg. per client
- $402K
- Clients
- 50
- Regulatory AUM
- $539M
- AUM share
- 96.6%
- Avg. per client
- $10.8M
Total
- Clients
- 97
- Regulatory AUM
- $558M
- AUM share
- 100%
- Avg. per client
- $5.75M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Life Line Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Life Line Holdings, Inc. owns 75% or more of Life Line Wealth Management and is in turn owned by Lameck Lukanga (75% or more). Lameck Lukanga is CEO; the leadership team includes Chief Investment Officer Aaron Stephens. It has 6 employees, 5 of them in advisory roles.
Leadership
- Lameck LukangaChief Executive Officer
- Aaron StephensChief Investment Officer, Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Sebastian Earl Eccles
- Aaron Jerome Stephens
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Life Line Wealth Management LLC
Life Line Holdings, Inc.
Control person · since May 2019
- Owns 75% or more of Life Line Holdings, Inc.
Lameck Lukanga
Control person · since May 2019
Life Line Wealth Management’s regulatory assets grew 2.3× from $242M (March 2021) to $558M (March 2026); clients rose from 53 to 97 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $558M | 97 | 6 | 2 |
| May 2025 | $476M | 100 | 5 | 2 |
| March 2024 | $439M | 93 | 4 | 2 |
| March 2023 | $395M | 83 | 3 | 2 |
| May 2022 | $380M | 70 | 3 | 2 |
| March 2021 | $242M | 53 | 3 | 2 |
Besides its headquarters, Life Line Wealth Management has 1 office, with 2 listed addresses in California and Texas.
California · 1 listed address
- 8447 Wilshire Boulevard, Suite 200, Beverly HillsHQ
Texas · 1 listed address
- 24 Greenway Plaza, Houston
Contact and registration details
- Legal name
- Life Line Wealth Management LLC
- Headquarters
- 8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA 90211
- Website
- Not reported
- Phone
- 323-452-9548
- SEC file
- 801-114579
- Structure
- Colorado LLC
- Fiscal year end
- December
Life Line Wealth Management uses Charles Schwab ($356M) as custodian for its separately managed accounts. Life Line Wealth Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $356M100%
At year end, Life Line Wealth Management’s separately managed accounts were mostly in funds (97%). Its reported 13F holdings for the quarter ended 31 March 2026 total $224M across 35 positions; the largest are iShares TR (21.4%), Invesco Qqq TR (21.0%) and iShares Gold TR (17.0%).
What the accounts hold
- Stocks1%
- Funds97%
- Registered funds61%
- Pooled vehicles36%
- Cash3%
Reported 13F holdings
- $224M
- Reported 13F value
- 35
- Positions
- 94.0%
- In the 10 largest
- —
- Value vs. prior quarter
- iShares TR · MSCI USA Qlt Fct21.4%
- Invesco Qqq TR · Unit Ser 121.0%
- iShares Gold TR · iShares New17.0%
- iShares TR · MSCI Intl Qualty10.2%
- iShares TR · Core S&P500 ETF9.8%
- iShares TR · Rus Mid Cap ETF6.4%
- iShares TR · MSCI USA Value4.9%
- iShares TR · Russell 2000 ETF1.2%
- iShares TR · MSCI USA Mmentm1.2%
- iShares TR · Rus 1000 Grw ETF1.0%
Together, the ten largest are 94.0% of reported value.
How many clients does Life Line Wealth Management have?
Life Line Wealth Management has 97 clients and manages $558 million for them, as of March 2026. They include 50 high-net-worth individuals and 47 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Life Line Wealth Management offer?
Life Line Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Life Line Wealth Management use?
Life Line Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $356M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Life Line Wealth Management have?
Life Line Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Life Line Wealth Management invest in?
At the end of its last fiscal year, Life Line Wealth Management’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 36% pooled vehicles (private funds and similar), 3% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Life Line Wealth Management?
Life Line Wealth Management is owned through a holding company by Lameck Lukanga. Its direct owner is Life Line Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Life Line Wealth Management get paid?
Life Line Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Life Line Wealth Management registered with the SEC?
Yes, Life Line Wealth Management has been registered with the SEC as an investment adviser since 28 January 2019. Its CRD number is 171051 and its SEC file number is 801-114579.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Life Line Wealth Management?
Life Line Wealth Management’s main office is at 8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA 90211. Its phone number is 323-452-9548.