# Lindy Wealth, LLC

> Lindy Wealth, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 335277
- Filed as: LINDY WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335277
- AdvisorCensus page: https://advisorcensus.com/firm/lindy-wealth-llc-335277

## Quick answers

**How is Lindy Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lindy Wealth, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lindy Wealth, LLC registered with the SEC or a state?**
Lindy Wealth, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335277.

**How much does Lindy Wealth, LLC manage?**
Lindy Wealth, LLC reports $182,587 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does Lindy Wealth, LLC 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/335277

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $182,587
- Discretionary: $182,587
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $182,587 |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [benstauffer.beehiiv.com](https://benstauffer.beehiiv.com)
- [lindywealth.com](https://lindywealth.com)
- [substack.com/@benstauffer](https://substack.com/@benstauffer)
- [threads.com/@bentheplanner](https://threads.com/@bentheplanner)
- Instagram @bentheplanner
- LinkedIn @lindy-wealth
- LinkedIn @ben-stauffer
- TikTok @bentheplanner
- X @benstauffer
- YouTube @ben-stauffer

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lindy Wealth, LLC (CRD 335277): Form ADV filing data as of October 2026.