Linden Wealth Management LLC

Overview

Linden Wealth Management LLC is an independent, individually owned registered investment adviser that serves high-net-worth individuals and families. The firm charges fees based on a percentage of assets under management and provides financial planning and discretionary portfolio management services tailored to individuals and small-business owners. Linden reports it is not a multi-state adviser, does not self-identify as an active ESG investor, and does not function as a pension consultant or capital allocator. The adviser appears focused on direct client relationships rather than institutional or wrap-fee platforms, managing discretionary mandates for a compact client base. Services are delivered through a traditional wealth-management model: planning plus customized portfolio implementation under a percentage-of-AUM fee arrangement.

Assets & Accounts

Public Holdings

Investments & Alternatives