Linea Private Wealth Management Email Formats

Financial Services • Atlanta, Georgia, United States • 1-10 Employees

Linea Private Wealth Management Email Formats

Linea Private Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@lineawealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@lineawealth.com	100%

Key Contacts at Linea Private Wealth Management

Howard Katz

Co-Founder/Managing Partner

Anne Jacobs

Director Of Client Relations

Company overview

Headquarters	300 Galleria Parkway Southeast, Suite 630, Atlanta, GA 30339, US
Phone number	+18003571922
Website	lineawealth.com
NAICS	52
SIC	736
Keywords	Business Succession Planning, Etfs, Education Planning, Retirement Planning, Alternative Investments, Estate Planning, Mutual Funds, Comprehensive, Fee-Based Financial Planning, Insurance Planning/Risk Management, Traditional Investments (Stocks
Founded	2014
Employees	1-10
Socials

About Linea Private Wealth Management

Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay. Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We’ve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competence necessary to help you move forward with confidence. Securities offered through LPL Financial, Member SIPC www.SIPC.org. Investment advice offered through IFG Advisory, LLC a registered investment advisor. IFG Advisory, LLC, and Linea Private Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.lineawealth.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Linea Private Wealth Management has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Linea Private Wealth Management has never raised funding before.

Linea Private Wealth Management Tech Stack

Discover the technologies and tools that power Linea Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Yoast SEO

SEO

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Facebook Pixel

Analytics

core-js

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WordPress Multisite

Hosting

Frequently asked questions

Linea Private Wealth Management is located in Atlanta, Georgia, US.

You can reach Linea Private Wealth Management at +18003571922.

Linea Private Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Linea Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Linea Private Wealth Management

Howard Katz

Co-Founder/Managing Partner

Anne Jacobs

Director Of Client Relations

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