Investment adviser · CRD 308454
LINDENWOLD ADVISORS INC.
Investment adviser filing (IA)
READING, PA, United States · Form ADV filed Mar 20, 2025
- Regulatory AUM
- $279M Form ADV · Item 5.F
- Client accounts
- 336 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 74 | $208,948,405 | 75.0% |
| Corporations & businesses | Fewer than 5 | $52,712,298 | 18.9% |
| Individuals | 39 | $9,364,975 | 3.4% |
| Retirement plans | Fewer than 5 | $7,526,625 | 2.7% |
Filing source
Form ADV 1957069 · Mar 20, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2025. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
505 PENN STREET SUITE 200READING, PA, 19601, United States
CRD 308454
Filing source
Form ADV 1957069 · Mar 20, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.