Houston, TX 24 Greenway Plaza Suite 1800 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Life Line Wealth Management LLC
Team
Firm-wide stats for Life Line Wealth Management LLC
About
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.
Based on Life Line Wealth Management LLC
Location
24 Greenway Plaza, Suite 1800
Houston TX 77046
Advisors at this office
3
Advisors at this office
Sebastian E
CFP®, Series 66
Houston, TX
Life Line Wealth Management LLC
Sebastian Eccles is a financial advisor at Life Line Wealth Management LLC in Houston, TX, holding the CFP® and Series 66 designations with two years of industry experience. He has worked previously at Factory Capital, LLC, Kayne Anderson Rudnick, BLISK FINANCIAL GROUP/Spire Investment Partners, and Morgan Stanley. Life Line Wealth Management is a registered investment adviser serving primarily individual clients, trusts, and small business entities with about $557.6 million in assets under management. The firm employs a passive, asset-allocation investment approach using ETFs and other asset classes, tailoring portfolios to clients’ risk profiles and providing discretionary management alongside optional financial planning services.
Palmer W
CFP®, Series 63
Houston, TX
Life Line Wealth Management LLC
Palmer White is a CFP® and holds a Series 63 license with two years of industry experience. He currently works at Life Line Wealth Management LLC and previously held roles at Northwestern Mutual and Life Line Financial Group. Outside of finance, he has experience working in the nightclub industry. Life Line Wealth Management is a small advisory team managing approximately $557.6 million in assets. The firm serves individual clients, trusts, and small business entities, focusing on passive, asset-allocation strategies using mainly passively managed ETFs, with portfolios tailored to client risk profiles and investment constraints.
Aaron S
CFA®
Houston, TX
Life Line Wealth Management LLC
Aaron Stephens is a CFA® charterholder with eight years of industry experience. He is currently with Life Line Wealth Management LLC, where he has worked since 2018, following three years at New Territory Advisors. He also manages special purpose investment vehicles through LifeLine Torch Management LLC. Life Line Wealth Management is a boutique advisory firm serving individual clients, trusts, and small businesses with discretionary investment management and financial planning. The firm emphasizes passive, asset-allocation strategies informed by Modern Portfolio Theory and offers customized portfolios that include a broad range of asset classes.
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