$23.3M Total AUM
$23.3M Disc. AUM
-- 3Y CAGR
1 Employees
365 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2014
- Office Locations
- 1
Office Locations
2801 N 6TH ST, Suite D Vincennes IN
About Lindsey Wealth Management
Lindsey Wealth Management is a Vincennes, IN independent RIA providing financial planning and portfolio management for retail clients, including retirees, business owners and entrepreneurs. The firm builds diversified allocations using ETFs, cash management and high-quality fixed income, and also advises on insurance/annuity, tax, estate and legacy planning. Custody supported through platforms including Altruist and LPL Financial.
Team overview
43 AVG AGE
$23.3M AVG AUM / ADVISOR
$63.8K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Capital frontier Pathway vertex Eagle
Client Personas
Radial Glacier pathway
Custodian
Vector Quantum Foundation
Investment Themes
Zenith unison Catalyst Meridian peak
Investment Vehicles
Capital
Services
Bridge Vital Wave Summit Optima eagle Pioneer prime Atlas Alpha fusion Wave pathway
Owner & Executives
D
DARWIN JOSEPH LINDSEY
Chief Executive Officer, President
- CRD
- #4469687
- Ownership
- 75% or more
(444) 273-1090
pioneer.wave@harborcapital.com
in linkedin.com/in/matrix-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,284,978 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,284,978 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,284,978
Equity - Exchange:
16.9% Cash:
83.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,168,704,202 | 16.9% |
| Cash | $5,746,705,278 | 83.1% |
| Total | $6,915,409,480 | 100.0% |