Summary
Linea Private Wealth Management
Founded in 2014
Description
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 o...
Strengths
- Revenue generated per employee is greater than industry average
- Since Linea Private Wealth Management was founded, the company has grown faster than the industry average
Weaknesses
- Linea Private Wealth Management has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Linea Private Wealth Management's annual revenue
$1285000
Based on Kona Equity data
-
Revenue per employee
$257000
-
Variance of revenue growth
0.23
-
Annual revenue growth since founding
$128500
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Revenue growth rate from first known quarter to current
-62.9%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-66.7%
Executives
Anne Jacobs
Director, Client Relations
a**@lineawealth.comJustin Awma
Private Wealth Advisor
j**@lineawealth.comHoward Katz
Managing Partner
h**@lineawealth.comAngie Noel
Insurance Coordinator
a**@lineawealth.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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- As a fiduciary, we provide objective, independent advice. Your needs and best interests always come first. Your questions, comments, and input are an essential part of the financial planning process.
Key Information
- Name: Linea Private Wealth Management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Atlanta Small Financial Planner in Atlanta Mid-size Financial Planner in Atlanta
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By State GA Small companies in GA Small Financial Planner in GA Mid-size Financial Planner in GA
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 2 Founded in 2014 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Linea Private Wealth Management's headquarters are located at 3715 Northside Pkwy Building 300-Suite 600 Atlanta, GA 30327.
Linea Private Wealth Management's official website is lineawealth.com
Linea Private Wealth Management's annual revenue is $1.3 M.
Linea Private Wealth Management's SIC: 62
Linea Private Wealth Management's NAICS: 523; 52.
Linea Private Wealth Management has 5 employees
