Aaron Stephens
Life Line Wealth Management · Houston, Texas
Aaron Stephens is a fee-only financial advisor at Life Line Wealth Management in Houston, Texas, who holds the CFA credential. Life Line Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Life Line Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $557.6M across 398 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 4187057 |
| Firm size | 6 employees |
| Disclosures | None reported |
How Aaron's firm compares
- Life Line Wealth Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 398 accounts).
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Questions about Aaron
Is Aaron Stephens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Life Line Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Life Line Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Aaron Stephens based?
Aaron Stephens is based in Houston, Texas.
What credentials does Aaron Stephens hold?
Aaron Stephens holds the CFA credential.
Is Aaron Stephens registered with the SEC?
Yes. Aaron Stephens is registered as an investment adviser representative in LA and TX (CRD 4187057), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Life Line Wealth Management manage?
Life Line Wealth Management reports $557.6M across 398 accounts in assets under management.
How do I contact Aaron Stephens?
Contact details aren't on file yet. Search for Life Line Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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