Lindsey Wealth Management

Lindsey Wealth Management is a single-advisor independent registered investment adviser with about $23.3 million in client assets (reported as of 12/31/2025) and roughly 194 clients. The firm offers discretionary and non-discretionary portfolio management, modular financial planning and consulting, and referral arrangements to third‑party money managers, with custodial relationships generally established through Altruist.

The firm’s investment process is model-driven: its brochure describes a proprietary, rules‑based strategy called “Darwin” that combines systematic security selection, quantitative risk‑management overlays, and dynamic tactical asset allocation implemented largely through ETFs. The brochure also discloses limited, selective use of exchange‑traded options for downside risk management and multi‑day, partial execution practices to manage transaction costs and implementation risk.

Compared with many solo independent advisers, the firm reports working with a broader client mix that includes corporations/business entities, trusts and charitable organizations, and pension/profit‑sharing arrangements and the firm participates in programs that refer and receive solicitor fees from other investment advisers. The principal maintains independent insurance licensure and the firm discloses related compensation and referral arrangements as potential conflicts of interest, and the adviser’s multiple advanced professional credentials are noted in the brochure alongside the firm’s systematic, options‑aware risk focus.