Lindy Wealth, LLC
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About
Lindy Wealth, LLC is a fee-only registered investment adviser that provides wealth management and both ongoing and project-based financial planning to individuals, with an emphasis on high‑net‑worth clients and business owners. Services encompass investment management, retirement and estate planning, tax strategy, business planning, and guidance on equity compensation and multi‑generational transfer matters.
The firm’s investment process is guided by Modern Portfolio Theory and asset‑allocation principles, with a preference for passive ETFs and mutual funds and selective use of outside managers; accounts are generally managed on a discretionary basis and reviewed periodically. Notably, Lindy does not charge percentage‑of‑assets‑under‑management fees, an approach that differs from many independent advisers.
What is distinctive about Lindy is its very small client base and asset level relative to peers while positioning itself to serve complex, HNW engagements; the firm was established in 2025 and is led by a CFP®‑credentialed principal. The firm does not aggregate client orders into block trades, does not participate in wrap programs, and recommends institutional custodians that provide integrated custody, trading, and practice‑management support.
Client services
Expertise
Fee options
Fee-only: Annual flat fees ranging from $1,000 to $20,000 for Wealth Management and Ongoing Financial Planning services; Project-Based Financial Planning fees range from $1,000 to $20,000 for one-time projects; fees can exceed $20,000 for highly complex needs; fees are negotiable and determined based on complexity, scope, and level of planning required.
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
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.
Forms ADV
Quick links
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