LIFE LINE WEALTH MANAGEMENT LLC

Overview

Life Line Wealth Management LLC is an independent registered investment adviser focused on serving individuals, families and small-business owners with fee-based financial planning and portfolio management. The firm favors public pooled vehicles—mutual funds and ETFs—for core portfolio construction, but it also allocates to third‑party alternative managers across private markets. Fee billing is a percentage of assets under management. Life Line is SEC‑registered (since 2019) and operates as a limited liability company with an individual ownership structure. It lists advisory affiliations that include other investment advisers, accounting professionals and roles as sponsor, general partner or managing member of pooled investment vehicles. Investment emphasis is conservative-to-moderate with a clear tilt toward liquid public funds for client accounts, while reserving allocations to private strategies (venture, real estate, private credit and hedge funds) for clients where those exposures make sense. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices