State Line Wealth Management

State Line Wealth Management is a small, state-registered independent advisory firm that serves individuals, trusts, estates, charitable organizations, and a number of pension and profit‑sharing plans. It offers fee-based portfolio management for individuals and qualified retirement plan consulting, including non‑discretionary ERISA Section 3(21) fiduciary services and participant education for plan sponsors.

The firm provides custom portfolio management using a tactical allocation approach informed by fundamental, technical, and cyclical analysis, and may use cash positions, exchange‑listed securities, bonds, mutual funds, annuities and similar instruments to implement strategies. While it exercises discretionary authority for some accounts, it reported roughly $16.8 million in discretionary and $24.1 million in non‑discretionary assets under management as of December 31, 2025, indicating a larger share of assets are managed on a non‑discretionary basis.

Distinctive features include an affiliated commodity pool operator and a related commodity pool that the firm may recommend to clients; clients in that pool pay the pool’s advisory and performance fees and the firm discloses the attendant conflict of interest. The combination of a solo advisory practice that actively provides pension/profit‑sharing plan consulting and maintains a commodity trading affiliation—which the firm’s principal devotes significant time to—is uncommon among peers.