Linden Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Linden Wealth Management LLC provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small- to medium-sized businesses. The SEC‑registered independent adviser manages about $192.3 million across roughly 49 client relationships and offers both discretionary and non‑discretionary account management, with complimentary financial planning available to existing clients.
The firm structures portfolios using modern portfolio theory, employing Kwanti analytics and a formal risk questionnaire to set strategic asset allocation and optimize diversification, with a preference for low‑cost ETFs and mutual funds while accommodating individual securities, alternatives, and private equity for qualified investors. Portfolios are monitored and rebalanced semi‑annually (or as market movements dictate), with opportunistic tax‑loss harvesting, tax‑aware asset location, and an explicit discouragement of short‑term market timing or excessive trading.
Noteworthy aspects include an unusually high average AUM per client and a recent transition from state to SEC registration, which is less common for solo advisers of this scale. The firm does not accept outside sales compensation, leaves proxy voting to clients rather than voting on their behalf, and leverages substantial prior institutional market experience in its advisory work.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001 - $6,000,000: 0.55% $6,000,001 - $12,000,000: 0.45% $12,000,000+: 0.35%
Account minimum: $500,000
Main office
106 South Oak Park Avenue, Suite 204
Oak Park IL 60302
Advisors at this office
1
Most active in
Illinois · Texas
Also doing business as
Downey, Gerard Andrew · Linden Wealth Management LLC · Linden Wealth Management, 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.
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