PW
Palmer E. White
LIFE LINE WEALTH MANAGEMENT
Houston, TX 77046
Some features on this profile are disabled
CRD#: 7057031
PW
Professional summary
Palmer Elias White, who also goes by Palmer White, is a registered financial advisor currently at LIFE LINE WEALTH MANAGEMENT LLC located in Houston, Texas.
Palmer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Palmer has worked at 2 firms and has passed the Series 63, SIE and Series 6TO exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Palmer White
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Palmer Elias White's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 25, 2025 - Present
LIFE LINE WEALTH MANAGEMENT LLC
Office #1: 24 Greenway Plaza Suite 546, Houston, TX 77046RIA
CRD#: 171051
Houston, TX
Past
December 12, 2019 - January 28, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Las Vegas, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LL
LIFE LINE WEALTH MANAGEMENT LLC
LIFE LINE WEALTH MANAGEMENT LLC
CRD#: 171051 / SEC#: 801-114579
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)California
Registered Investment Advisory firm - (6/22/2019 Terminated)Illinois
Registered Investment Advisory firm - (5/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (5/23/2019 Terminated)Texas
Registered Investment Advisory firm - (5/23/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/18/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
LL
LIFE LINE WEALTH MANAGEMENT LLC
LIFE LINE WEALTH MANAGEMENT LLC
CRD#: 171051 / SEC#: 801-114579
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)California
Registered Investment Advisory firm - (6/22/2019 Terminated)Illinois
Registered Investment Advisory firm - (5/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (5/23/2019 Terminated)Texas
Registered Investment Advisory firm - (5/23/2019 Terminated)PREMIUM
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Contact information
Main Address
8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211
Mailing Address
Phone number
(323) 452-9548
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 399 |
| AUM (Assets Under Management) | $ 476,175,821 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 10/25/2024 | ||
| 01/23/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
