Linea Private Wealth Management, LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Linea Private Wealth Management, LLC operates in the financial services sector, providing independent financial and investment guidance intended to support families, retirees, and business owners in managing wealth with integrity and care. The firm emphasizes a comprehensive approach, offering services that span planning, insurance reviews, and investment management through a team of specialists, with a focus on ensuring clients can move forward with confidence. Based in the Atlanta area, the company positions itself as a small team delivering personalized advice, and its arrangements indicate that securities are offered through a registered broker-dealer while advisory services are provided by an affiliated registered investment advisor. The organization collaborates with LPL Financial for securities services and notes that its personnel and services align with regulatory disclosures, including information about where it is registered to do business. The business addresses complex wealth-management challenges for its target market and aims to support clients in making financial decisions that affect their families both now and in the future.

Sign up for free to view info

Company overview Email format