LIFE LINE WEALTH MANAGEMENT LLC

BEVERLY HILLS, California·2 registered advisors·CRD# 171051

SEC# 801-1145791323-452-9548

01

Firm Overview

AUM

$439M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at LIFE LINE WEALTH MANAGEMENT LLC

2 registered advisors

Aaron Jerome Stephens

BEVERLY HILLS, California

Paul Edward Ziemba

BEVERLY HILLS, California

05

Office Locations

BEVERLY HILLS, California

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Data sourced from SEC Form ADV filings. LIFE LINE WEALTH MANAGEMENT LLC (CRD# 171051) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.