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LINDSEY WEALTH MANAGEMENT
LINDSEY WEALTH MANAGEMENT, LLC
CRD 174054
2801 N 6TH ST, SUITE D, VINCENNES, IN, 47591-3660, United States
Phone
812-316-2079
Fax
866-460-5548
Registration
— (—)
Source
State registered
Total AUM
$23.3M
Discretionary AUM
$23.3M
Team
1 total employees; 1 advisory reps; 171 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $10.6M |
| High net worth individuals | 12 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD