Lifeline Wealth Advisors, Inc.

Lifeline Wealth Advisors, Inc. (CRD# 150945) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $14,700,000 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $181,481
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Lifeline Wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark E. Jachec
CRD#: 2487716
5850 Canoga Avenue, Suite 314, Woodland Hills, CA 91367
83
Wealthminder
score

Mark Jachec (CRD# 2487716) is an Investment Advisor Representative working at Lifeline Wealth Advisors, Inc. in Woodland Hills, CA and has over 22 years of experience in the finance industry.

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