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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIFE LINE WEALTH MANAGEMENT LLC

CRD 171051

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9f27c4c-7709-7b4a-dce6-a9decb048a97

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Dec 14, 2018 to Mar 23, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $558MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $536M
Private client RAUM: $558MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 398
Individual clients: 47
High net worth clients: 50
Custody, client assets: $0
SEC number: 801-114579
CRD: 171051
Filings on the tape: 22
First filed: Dec 14, 2018
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAMECK HUMBLE LUKANGA	Certified Financial Planner	Los Angeles, CA \| BEVERLY HILLS, CA	9	15	n/a	no
AARON JEROME STEPHENS	Chartered Financial Analyst	BEVERLY HILLS, CA \| Missouri City, TX \| LOS ANGELES, CA \| HOUSTON, TX	8	11	n/a	no
Cristian Enrique Mundy	n/a	BEVERLY HILLS, CA	2	16	1	no
Sebastian Earl Eccles	Certified Financial Planner	HOUSTON, TX \| Houston, TX \| BEVERLY HILLS, CA \| LOS ANGELES, CA	0	10	2	no
Palmer Elias White	Certified Financial Planner	BEVERLY HILLS, CA \| Houston, TX	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LIFE LINE HOLDINGS, INC.	Owner	E	yes	05/2019	Mar 27, 2020	Mar 22, 2024
LUKANGA, LAMECK, HUMBLE	Shareholder	E	yes	05/2019	Dec 14, 2018	Mar 22, 2024
LUKANGA, LAMECK, HUMBLE	CHIEF EXECUTIVE OFFICER	Na	yes	01/2015	Dec 14, 2018	Mar 22, 2024
STEPHENS, AARON, JEROME	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	01/2019	Dec 14, 2018	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
LIFE LINE FINANCIAL GROUP LLC	n/a	n/a	n/a	N	yes	n/a
LIFELINE TORCH MANAGEMENT LLC	n/a	n/a	n/a	Y	yes	n/a
NEW TERRITORY ADVISORS, LLC	n/a	State registered	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$558M	$536M	6	5	1	n/a	n/a
2024	Mar 26, 2025	$476M	$446M	4	3	1	n/a	n/a
2023	Mar 22, 2024	$439M	$409M	4	3	1	n/a	n/a
2022	Mar 24, 2023	$395M	$374M	3	2	1	n/a	n/a
2021	Mar 27, 2022	$380M	$370M	3	2	1	n/a	n/a
2020	Mar 21, 2021	$242M	$240M	3	2	1	n/a	n/a
2019	Mar 27, 2020	$157M	$155M	3	2	1	n/a	n/a
2018	Mar 12, 2019	$121M	$93.5M	2	2	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$558M	$476M	17.1%	$395M	12.2%	6	4	1	1

Relationships

Affiliated with (1)

→ NEW TERRITORY ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (6)

← Palmer Elias WhiteAdvisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV
← Sebastian Earl EcclesAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← Cristian Enrique MundyAdvisorregistration: current employment
Dec 13, 2023 to presentfactForm ADV
← AARON JEROME STEPHENSAdvisorregistration: current employment
Aug 27, 2018 to presentfactForm ADV
← LAMECK HUMBLE LUKANGAAdvisorregistration: current employment
Jul 3, 2017 to presentfactForm ADV
← TIMOTHY ROBERT ZIEMBAAdvisorregistration: previous registration
Aug 22, 2014 to Dec 31, 2018factForm ADV

Controls (3)

← STEPHENS, AARON, JEROMEOwnerCHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 14, 2018 to Mar 22, 2024factForm ADV
← LUKANGA, LAMECK, HUMBLEOwnerSHAREHOLDER, ownership code E, individual
Dec 14, 2018 to Mar 22, 2024factForm ADV
← LIFE LINE HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
Mar 27, 2020 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 27, 2022
Regulatory AUM changed
Life Line Wealth Management Llc reported RAUM $380.4M, up 57% from $241.6M (2022-02-07 to 2022-03-27)
Form ADVobserved 5 days ago
$139M
Occurred
Mar 12, 2019
Succession filed (Item 4)
Life Line Wealth Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 12, 2019
Control person left
Edward Paul Ziemba (Member Manager, Owner, Chief Compliance Officer) no longer on Schedule A of Life Line Wealth Management Llc (listed 2018-12-14, absent 2019-03-12)
Form ADVobserved 5 days ago
Occurred
Dec 14, 2018
First Form ADV filing
Life Line Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9f27c4c-7709-7b4a-dce6-a9decb048a97
First observed: Dec 14, 2018
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFE LINE WEALTH MANAGEMENT LLC

CRD 171051

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9f27c4c-7709-7b4a-dce6-a9decb048a97

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAMECK HUMBLE LUKANGA

Certified Financial Planner

Los Angeles, CA | BEVERLY HILLS, CA

n/a

AARON JEROME STEPHENS

Chartered Financial Analyst

BEVERLY HILLS, CA | Missouri City, TX | LOS ANGELES, CA | HOUSTON, TX

n/a

Cristian Enrique Mundy

n/a

BEVERLY HILLS, CA

Sebastian Earl Eccles

Certified Financial Planner

HOUSTON, TX | Houston, TX | BEVERLY HILLS, CA | LOS ANGELES, CA

Palmer Elias White

Certified Financial Planner

BEVERLY HILLS, CA | Houston, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LIFE LINE HOLDINGS, INC.

Owner

yes

05/2019

Mar 27, 2020

Mar 22, 2024

LUKANGA, LAMECK, HUMBLE

Shareholder

yes

05/2019

Dec 14, 2018

Mar 22, 2024

LUKANGA, LAMECK, HUMBLE

CHIEF EXECUTIVE OFFICER

yes

01/2015

Dec 14, 2018

Mar 22, 2024

STEPHENS, AARON, JEROME

CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER

yes

01/2019

Dec 14, 2018

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC

n/a

yes

n/a

LIFE LINE FINANCIAL GROUP LLC

n/a

yes

n/a

LIFELINE TORCH MANAGEMENT LLC

n/a

yes

n/a

NEW TERRITORY ADVISORS, LLC

n/a

State registered

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Houston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$558M

$536M

n/a

2024

Mar 26, 2025

$476M

$446M

n/a

2023

Mar 22, 2024

$439M

$409M

n/a

2022

Mar 24, 2023

$395M

$374M

n/a

2021

Mar 27, 2022

$380M

$370M

n/a

2020

Mar 21, 2021

$242M

$240M

n/a

2019

Mar 27, 2020

$157M

$155M

n/a

2018

Mar 12, 2019

$121M

$93.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$558M

$476M

17.1%

$395M

12.2%