Linea Private Wealth Management

  • Financial Services
  • Atlanta GA
  • 5 employees
  • Financial Services
Employee Directory Email Format Management Departments
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Company Overview

Website
lineawealth.com
Phone
(770) 731-8500
Employees
5
Founded in
2014
Industry
Financial Services
NAICS Codes
56 - Administrative and Support and Waste Management and Remediation Services
561 - Administrative and Support Services
5611 - Office Administrative Services
56111 - Office Administrative Services
561110 - Office Administrative Services
SIC Codes
73 - Business Services
736 - Personnel Supply Services
87 - Engineering, Accounting, Research, Management, and Related Services
874 - Management and Public Relations Services
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Financials & Stats

Revenue

$4B

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Recent News & Media

Justin’s Market Musings I Are All-Time Highs SCARY? I July 2, 2025

  • Jul 3, 2025
  • lineawealth.com

Edward Jones - Financial Advisor: Ben T Williams, 4401 Northside Pkwy NW, Ste 160, Atlanta, GA 30327, US

  • Jun 17, 2025
  • mapquest.com

Sharon Steel

  • Apr 21, 2025
  • lineawealth.com

Branden Russell

  • Oct 9, 2024
  • lineawealth.com

Megan Gordon, CEPA® - Private Wealth Advisor - Synovus

  • Aug 7, 2024
  • linkedin.com

‘Grow A Legacy’ Donor Event set for Feb. 29

  • Feb 14, 2024
  • atlantajewishtimes.com

Who is Linea Private Wealth Management

Linea Private Wealth Management is a privately held company based in Atlanta, Georgia. Employing 5 people, the firm generates $4 million in annual revenue. Linea Private Wealth Management provides financial and investment services to successful families, retirees, and business owners. They offer a range of services, including comprehensive financial planning, insurance reviews, and investment management. The company distinguishes itself through its commitment to delivering independent advice with integrity and care. They prioritize client relationships, aiming to provide personalized solutions that address individual needs and goals. Linea Private Wealth Management emphasizes working with clients in a compassionate manner, focusing on building long-term partnerships. For more information about Linea Private Wealth Management and its services, please visit their website at lineawealth.com.

Company Leadership

Howard Katz

Co-Founder/Managing Partner

Phone Email
Anne Jacobs

Director Of Client Relations

Phone Email

Linea Private Wealth Management Industry Tags

Comprehensive
fee-based Financial Planning
Business Succession Planning
Estate Planning
Retirement Planning
Insurance Planning/Risk Management
Traditional Investments (Stocks
Mutual Funds
ETFs
Alternative Investments
Education Planning
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Linea Private Wealth Management Tech Stack

JavaScript
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Twitter
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Companies Similar to Linea Private Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Linea Private Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

First Atlantic Funding

 4M 4 Miami, FL 2009

NextGen Capital

 4M 12 Atlanta, GA 2012

WealthPro Financial

 4M 2 Scottsdale, AZ 2003

CJS Securities

 4M 23 White Plains, NY 1998

One Mortgage Inc

 4M 1 Phoenix, AZ
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FAQ

What is the location of Linea Private Wealth Management's headquarters?
The headquarters of Linea Private Wealth Management are situated at 300 Galleria Parkway Southeast Suite 630, Atlanta GA
What is Linea Private Wealth Management's phone number?
Linea Private Wealth Management's contact number is (770) 731-8500.
What is Linea Private Wealth Management's official website?
The official website of Linea Private Wealth Management can be found at lineawealth.com.
What is Linea Private Wealth Management's current revenue?
As of February 2019, Linea Private Wealth Management's annual revenue reached $4B.
How many employees does Linea Private Wealth Management currently have?
Linea Private Wealth Management employs approximately 5+ people as of February 2019
Which industries is Linea Private Wealth Management primarily operating in?
Linea Private Wealth Management operates in the following industries: Finance, Credit
Who is the Co-Founder/Managing Partner of Linea Private Wealth Management?
Linea Private Wealth Management's Co-Founder/Managing Partner is Howard Katz
What are Linea Private Wealth Management's industry tags?
Linea Private Wealth Management's industry tags include: Comprehensive, fee-based Financial Planning, Business Succession Planning
When was Linea Private Wealth Management founded?
Linea Private Wealth Management was founded in 2014.

Employee Directory

Key Employees

Wesley Heinrichs

Financial Advisor

Phone Email

Jacob Lammie

Operations Associate

Phone Email