RIA Intel›Advisers›Illinois›LINDEN WEALTH MANAGEMENT LLC

LINDEN WEALTH MANAGEMENT LLC

Advisory

OAK PARK, IL

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,040

of 1,719 advisers by AUM

Average account

$2M

across 57 accounts

AUM per adviser

$88M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$88M

Discretionary AUM$88M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

37 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ASSURED ADVISORY GROUP, LLC

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