{"url":"https://nivawealth.com/firms/life-line-wealth-management-171051","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/171051","regulatoryAum":557632280,"crd":"171051","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6386860","suffix":null,"lastName":"Eccles","firstName":"Sebastian","middleName":"Earl"},{"crd":"6387895","suffix":null,"lastName":"LUKANGA","firstName":"LAMECK","middleName":"HUMBLE"},{"crd":"5789678","suffix":null,"lastName":"Mundy","firstName":"Cristian","middleName":"Enrique"},{"crd":"4187057","suffix":null,"lastName":"STEPHENS","firstName":"AARON","middleName":"JEROME"},{"crd":"7057031","suffix":null,"lastName":"White","firstName":"Palmer","middleName":"Elias"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-21","regulatoryAum":241584144,"clients":53,"employees":3,"offices":2},{"filedOn":"2022-05-05","regulatoryAum":380417427,"clients":70,"employees":3,"offices":2},{"filedOn":"2023-03-24","regulatoryAum":394721568,"clients":83,"employees":3,"offices":2},{"filedOn":"2024-03-22","regulatoryAum":438781576,"clients":93,"employees":4,"offices":2},{"filedOn":"2025-05-06","regulatoryAum":476175821,"clients":100,"employees":5,"offices":2},{"filedOn":"2026-03-23","regulatoryAum":557632280,"clients":97,"employees":6,"offices":2}],"secFileNumber":"801-114579","legalName":"Life Line Wealth Management LLC","displayName":"Life Line Wealth Management","slug":"life-line-wealth-management-171051","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8447 Wilshire Boulevard, Suite 200","city":"Beverly Hills","state":"CA","stateName":"California","country":"United States","postalCode":"90211"},"tradeNames":[],"registration":{"secApproved":"28 January 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Plaza","city":"Houston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"323-452-9548","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":61},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":36},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/171051/PDF/171051.pdf","brochureDate":"23 March 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Life Line Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Life Line Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Life Line Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Life Line Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Life Line Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Life Line Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Life Line Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Life Line Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/life-line-wealth-management-171051/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-04-09","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2035872/000208585326000322/0002085853-26-000322-index.html","totalValue":223892095,"positionCount":35,"top10Share":0.9404689165108755,"top10":[{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":47922012,"shares":249841,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":46996872,"shares":81425,"shareType":"SH"},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":38131580,"shares":432527,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}