Linden Wealth Management LLC
Firm details
- Headquarters
- Oak Park, Illinois
- CRD number
- 281995
- Registered since
- October 5, 2026
- Website
- lindenwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.3%
- Individuals33.55%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Linden Wealth Management LLC is an independent registered investment adviser based in Illinois. The firm registered with the SEC in 2026 and operates as a limited liability company owned by an individual. Its client focus is high-net-worth individuals and families; services listed on its ADV emphasize financial planning and portfolio management for individuals and small businesses. Linden charges fees as a percentage of assets under management and does not identify as an ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Non-Exchange Traded Equities10%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oak Park, IL
Cook
Location
Oak Park, IL
Headquartered in Oak Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 106 S Oak Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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