Cristian Enrique Mundy
Investment adviser representative at Life Line Wealth Management LLC
16 yearsExperience
1 stateRegistered in
$557.6MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Life Line Wealth Management, LLCJun 2023 to now
- Hollywood Recreation CenterJan 2019 to now
- J.P. Morgan Securities LLCOct 2012 to now
- JPMorgan Chase Bank, N.A.May 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Life Line Wealth Management LLC
$557.6MAssets managed
97Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5789678
- Firm CRD
- 171051