LINDY WEALTH, LLC

LINDY WEALTH, LLC is an SEC-registered investment adviser (CRD 335277). Regulatory assets under management: $183K.

Registration

• CRD: 335277
• Type: Registered investment adviser
• Phone: 916 335 0755
• Latest filing: 2026-03-30
• Regulatory AUM: $183K
• Discretionary AUM: $183K
• Clients: 1
• Accounts: 1

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search