LINDEN WEALTH MANAGEMENT LLC

Overview

Linden Wealth Management LLC is an independent, fee-based registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm favors equity-heavy allocations, with a clear tilt toward exchange-traded instruments as the core of client portfolios. Linden uses a percentage-of-AUM fee model and manages client relationships primarily on a discretionary basis, implementing model-driven or customized equity and balanced strategies alongside cash and fixed-income components where appropriate. The practice supplements public market exposure with allocations to third‑party alternative managers — notably private equity, hedge funds and real estate strategies — which it uses to diversify return streams and reduce correlation to public markets. Linden is not an active ESG investor, and its advisory work is oriented toward individual and family clients rather than institutional or pension-sponsor consulting.

Assets & Accounts

Public Holdings

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Location & Offices