# LINDENWOLD ADVISORS INC.

LINDENWOLD ADVISORS INC. of READING, PA is an SEC-registered investment adviser.

## Registration

- CRD: 308454
- Type: SEC-registered investment adviser
- SEC file number: 801-118561
- Location: 505 PENN STREET SUITE 200, READING, PA, 19601
- Phone: 610-396-2448
- Latest filing: 2025-03-20
- Regulatory AUM: $278.6M
- Discretionary AUM: $273.0M
- Non-discretionary AUM: $5.5M
- Clients: 4
- Accounts: 336

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| James David King | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Terry Lee Morris | MANAGING DIRECTOR | — |
| Leon Nicholas Pace | MANAGING DIRECTOR | — |
| William A Fustos | CONSULTANT | — |
| KING JAMES DAVID | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PITTSBURGH | PA | 1 | 610-396-2448 |
| PITTSBURGH | PA | 1 | 610-396-2448 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308454/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308454/similar
- Related entities: https://search.stillhousedata.com/firm/308454/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308454

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.