Founded in 2023, Linea Private Wealth Management, LLC is a Los Angeles-based firm created by a team of experienced financial advisors. The company operates as a fiduciary, focusing on a collaborative, planning-led approach to wealth management. Their services are designed to address the complex financial needs of high-net-worth clients, integrating investment management with holistic financial planning that covers areas such as retirement, estate planning, and tax strategies.

Founded in

United States