LINDSEY WEALTH MANAGEMENT

Overview

Lindsey Wealth Management is an independent Registered Investment Adviser operating as a limited liability company with an individual owner. The firm serves individuals and families and functions as a capital allocator, selecting third‑party managers and running discretionary portfolios. Its advisory services combine financial planning with portfolio management for individuals, small businesses and institutional clients, and the firm also offers selection-of-other-advisers services, publishes client communications and runs educational seminars and workshops. Lindsey Wealth Management operates as an insurance broker in addition to investment advisory work. Investment posture is equity‑tilted: the adviser shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. The firm is not an active ESG investor and it does not position itself as a multi‑state or pension consultant adviser. Fee arrangements are flexible and include percentage of AUM, hourly fees and fixed fees, allowing engagement structures tailored to differing client preferences.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices