Linea Private Wealth Management, LLC

Atlanta, GA

Georgia

Registered In

10/21/2014

Incorp. Date

Company Summary

Linea Private Wealth Management, LLC at 4401 Northside Pkwy STE 900, Atlanta, Ga 30327 lists Michael A. Penn of Alpharetta, GA as the associate.

Overview

Registered In

Georgia

Incorporation Date

10/21/2014

Company Type

Domestic Limited Liability Company

Status

Active/Compliance

Registration Type

Domestic

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People

Bcs Corporate Services, Inc. Registered Agent	33 S MAIN ST STE 300, ALPHARETTA, GA 30009
Michael A. Penn Organizer	1001 CAMBRIDGE SQ STE D, ALPHARETTA, GA 30009

Map & Locations

4401 NORTHSIDE PKWY STE 900, ATLANTA, GA 30327 View Map

Financials

Financial Information for Linea Private Wealth Management, LLC

Form 5500

LINEA PRIVATE WEALTH MANAGEMENT, LLC

300 Galleria Parkway SE Suite 630, Atlanta, Ga 30339 (770) 731-8502 EIN:47-2150393 Plan Admin:Justin A Davidson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$265,558 / $324,044	2023	LINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001	2 / 2	$265,558 / $324,044
2022	Plan NameLINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$258,550 / $265,558	2022	LINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001	2 / 2	$258,550 / $265,558
2021	Plan NameLINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$185,208 / $258,550	2021	LINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001	2 / 2	$185,208 / $258,550
2020	Plan NameLINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$138,108 / $185,208	2020	LINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001	2 / 2	$138,108 / $185,208
2019	Plan NameLINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$93,144 / $138,108	2019	LINEA PRIVATE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001	2 / 2	$93,144 / $138,108

Benefit & Retirement Plans based on Form 5500.

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Address Match:4401 Northside Pkwy Ste 900 Atlanta, GA

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Address Match:4401 Northside Pkwy Atlanta, GA

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Person/City Match:Michael A Penn - Alpharetta, GA

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Sources

The following government agencies have contributed data:

• Georgia Corporations Division • U.S. Department of Labor