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Building 2LIFE LINE WEALTH MANAGEMENT LLC

Map pinBEVERLY HILLS, CA
Phone323-452-9548
NotebookSEC #801-114579
Total AUM
$557.6M
Employees
6
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8447 WILSHIRE BOULEVARD
SUITE 200
BEVERLY HILLS
CA 90211
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
323-452-9548
Other Offices
1

ReceiptFinancials

Total AUM
$557.6M
Accounts
398
Discretionary
$536.5M
Accounts
368
Non-Discretionary
$21.2M
Accounts
30

ContactClients

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Individual Clients
47
AUM
$18.9M
HNW Individual Clients
50
AUM
$538.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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