Linea Private Wealth Management
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
4401 Northside Pkwy NW Ste 900, Atlanta,...Phone Number
(770) 731-8500Website
www.lineawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
1
1
1
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1
About Linea Private Wealth Management
Linea Private Wealth Management specializes in overseeing family wealth management needs, providing personalized and evolving financial advice. Their team excels at coordinating opportunities for a unified, successful multi-generational financial plan through a process called the Linea Roadmap. They aim to protect assets, simplify financial complexities, and foster family harmony for their clients. Ultimately, Linea empowers clients to navigate their financial journeys and seize opportunities that benefit them and their loved ones.Explore more
Linea Private Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1957
HL
Heather LitzVice President, Cooney Associates - Investment Advisor Representative
Company Profile Activity
Activity Insights
Linea Private Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Linea Private Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Linea Private Wealth Management.
Linea Private Wealth Management Tech Stack
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Frequently Asked Questions Regarding Linea Private Wealth Management
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Linea Private Wealth Management specializes in overseeing family wealth management needs, providing personalized and evolving financial advice. Their team excels at coordinating opportunities for a unified, successful multi-generational financial plan through a process called the Linea Roadmap. They aim to protect assets, simplify financial complex... Read More
