# Lindsey Wealth Management

> Lindsey Wealth Management is a state-registered investment advisory firm in Vincennes, IN, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 174054
- Filed as: LINDSEY WEALTH MANAGEMENT
- Legal name: Lindsey Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vincennes, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174054
- AdvisorCensus page: https://advisorcensus.com/firm/lindsey-wealth-management-vincennes-in-174054

## Quick answers

**How is Lindsey Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lindsey Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lindsey Wealth Management located?**
Lindsey Wealth Management's principal office is in Vincennes, IN, according to its Form ADV.

**Is Lindsey Wealth Management registered with the SEC or a state?**
Lindsey Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 174054.

**How much does Lindsey Wealth Management manage?**
Lindsey Wealth Management reports $23,284,978 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Lindsey Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (12).

**Does Lindsey Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174054

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,284,978
- Discretionary: $23,284,978
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 182 | $10,586,321 |
| High net worth individuals | 12 | $12,698,657 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lindseywealth.com
- Facebook @LINDSEYWEALTH
- LinkedIn @DARWINLINDSEY
- X @LINDSEYWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lindsey Wealth Management (CRD 174054): Form ADV filing data as of October 2026.