Life Line Wealth Management Llc
- Regulatory AUM
- $558M
- Discretionary
- $536M
- Clients
- 97
- Avg AUM / client
- $5.7M
- Accounts
- 398
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $18.9M | 3.39% |
| High net worth individuals | 50 | $539M | 96.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lameck Humble Lukanga | Chief Executive Officer | CFP | Jan 2015 (12y) | ≈ 56.25% – 100% via Life Line Holdings, Inc. |
| Aaron Jerome Stephens | Chief Investment Officer, Chief Compliance Officer | CFA | Aug 2018 (8y) | Less than 5% |
| Cristian Enrique Mundy | Registered representative | Dec 2023 (3y) | ||
| Sebastian Earl Eccles | Registered representative | CFP | Oct 2025 (1y) | |
| Palmer Elias White | Registered representative | CFP | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Life Line Holdings, Inc. | Owner | May 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lameck Humble Lukanga: 75% – 100% of Life Line Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $356M (64% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗