STATE LINE WEALTH MANAGEMENT

Overview

State Line Wealth Management is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses, with an additional capability providing pension consulting services. The firm organizes as a limited liability company and is run by an individual owner. Its client base is primarily individual and family investors, and it charges advisory fees as a percentage of assets under management. Investment activity centers on equity exposure with a clear preference for exchange-traded equities. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser. It uses third-party managers for alternative exposure and maintains relationships consistent with custodial platforms rather than operating as a capital allocator or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices