LDN Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LDN Wealth advises individuals, high‑net‑worth clients, trusts and estates, offering comprehensive financial planning, written Advice Letters, and ongoing advisory oversight. The firm also provides UK consulting and transfer advisory services for clients with UK pension assets and facilitates introductions to third‑party investment managers for portfolio implementation.
LDN Wealth begins relationships by gathering detailed personal and financial information to define objectives and risk tolerance, then produces a suitability report and specific recommendations. Rather than directly trading or managing client portfolios, the firm recommends, onboards and monitors selected third‑party discretionary managers and serves as the communication conduit between clients and those managers.
Distinctive features include a dedicated UK pension transfer capability — reviewing UK pension arrangements, assisting with SIPP transfers, and coordinating FCA‑regulated advice when required — and the occasional, impersonal newsletter the firm distributes to clients and prospects. The advisory team also discloses limited outside business activities (mortgage origination, small‑business administration and real‑estate referrals) that the firm says are conducted on a small scale and managed through its compliance procedures.
Client services
Expertise
Fee options
Initial financial planning or consulting services charged as a single flat fee ranging from $1,000 to $18,000
$0 - $500,000: 0.75% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.30%
Hourly rate of $350 used to calculate fixed fees for initial financial planning services
Minimum fee: Initial financial planning or consulting services fixed fee ranging from $1,000 to $18,000 based on complexity and hourly rate of $350 Fee-only: Fees are fixed or asset-based and no commissions are charged
Main office
3505 Lake Lynda Drive, Suite 200
Orlando FL 32817
Advisors at this office
2
Most active in
California · Colorado · Connecticut · Florida · Georgia · Michigan · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · Washington · Wisconsin
Also doing business as
Expat Advisory Usa, LLC · Ldn Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John B
Series 65
Orlando, FL
LDN Wealth, LLC
John Brock Edgar is a financial advisor with LDN Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with LDN Wealth since 2016 and is also a licensed mortgage broker with International Mortgage Associates, Inc. Additionally, he is involved in small business administration through Purple Processing, LLC, and acts as a real estate sales associate with Ameriteam Realty. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension transfer consulting and facilitates the use of third-party discretionary managers for portfolio implementation.
Ryan S
Series 65
Orlando, FL
LDN Wealth, LLC
Ryan Schmitt is a financial advisor at LDN Wealth, LLC with a Series 65 designation and two years of industry experience. He has held multiple roles at LDN Wealth since 2024 and has worked in various positions including at the University of Mount Olive and Double Down Athletics. Outside of his advisory role, he coaches youth soccer as a goalkeeper coach for Florida Kraze Krush. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension consulting and facilitates introductions to third-party investment managers, serving as a liaison between clients and those managers.
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