This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OAKWELL PRIVATE WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 11, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Aug 11, 2003

First registration

Jan 17, 2020

Dual registered

no

Other names

Dave Lindley

IAPD individual key

4682997

• Occurred

  Sep 25, 2025
  Advisor changed firm

  David Andrew Lindley left Foguth Wealth Management, Llc. for Oakwell Private Wealth Management (registered 2025-10-10)

  Form ADVobserved 5 days ago
• Occurred

  Mar 20, 2025
  Advisor changed firm

  David Andrew Lindley left Gem Asset Management, Llc for Foguth Wealth Management, Llc. (registered 2025-09-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2da6820e-e111-a734-7f34-5e8645661fe5

First observed

Jan 17, 2020

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.