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LINDSEY WEALTH MANAGEMENT

LINDSEY WEALTH MANAGEMENT, LLC

CRD 174054

Visit website

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

TypeClientsAUM
Individuals182$10.6M
High net worth individuals12$12.7M

All web addresses on file

Official SEC filing: View on IAPD