Beverly Hills, CA Office

Life Line Wealth Management is a registered investment adviser operating as a small team (five advisors) with about $557.6 million in assets under management, serving primarily individual clients (including high-net-worth), trusts, and privately held small business entities. The firm provides discretionary investment management and related optional financial planning services for investment clients, covering asset allocation, trade execution, performance reporting, cost- and tax-conscious rebalancing, and annual portfolio reviews.

The firm’s investment approach emphasizes passive, asset-allocation strategies grounded in Modern Portfolio Theory, typically using passively managed ETFs while incorporating international exposure; it also accommodates public and private equities, REITs, bonds, hedge funds, and venture investments when appropriate. Portfolios are tailored to each client’s risk capacity, time horizon, and constraints, and clients may impose reasonable restrictions while receiving at least annual reviews and ongoing monitoring.

Notably, the firm and its holding companies sponsor and manage pooled investments and special-purpose vehicles—including affiliated venture and hedge fund management vehicles—and disclose material financial interests in those vehicles, which may be recommended to clients when suitable and with client consent. The firm is also affiliated with an accounting, bookkeeping, and tax preparation business and discloses referral and custody-related conflicts arising from that relationship, which clients are encouraged to consider when evaluating recommendations.