AS
CFA
AS
CFA

Aaron Jerome Stephens

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
100 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$476.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

2700 Post Oak Blvd, 21st Floor, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron manages investment activities of special purpose investment vehicles through LifeLine Torch Management LLC since 2020. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Life Line Wealth Management LLC
August 2018 - Present · 7 yrs 6 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.