State Line Wealth Management

Overview

State Line Wealth Management is a privately held LLC that provides fee-based investment advice to individuals and families, with a stated advisory focus on portfolio management for individuals and small businesses and pension consulting services. The firm charges a percentage-of-assets fee and is not organized as a capital allocator; instead it implements third-party managers and marketable securities for client portfolios. It does not identify as an active ESG investor and is not registered as a multi-state adviser. State Line maintains industry affiliation with CPO/CTA activity and reports a client base concentrated in individual and family relationships rather than institutional or foundation mandates. The firm’s operating model appears centered on customized portfolio management delivered from a single office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices