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RIA / WealthRegistered adviserstate registeredstate registeredRAUM 100m 1b

LINDEN WEALTH MANAGEMENT LLC

CRD 281995

OAK PARK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5582e671-411e-b73f-7012-458e9f776cb3

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 3, 2026 to Sep 3, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Linden Wealth Management LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $192MItem 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $192M
Private client RAUM: $192MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 51
Individual clients: 41
High net worth clients: 8
SEC number: 801-137432
CRD: 281995
Filings on the tape: 1
First filed: Sep 3, 2026
Latest filed: Sep 3, 2026
Organised: Limited Liability Company, IL
Website: lindenwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GERARD ANDREW DOWNEY	n/a	OAK PARK, IL	10	32	n/a	no

Relationships

Registered with (1)

← GERARD ANDREW DOWNEYAdvisorregistration: current employment
Nov 16, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5582e671-411e-b73f-7012-458e9f776cb3
First observed: Sep 3, 2026
Last observed: Sep 3, 2026 17 days ago
Source families: Federal regulator filings
3 registered feeds 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.

LINDEN WEALTH MANAGEMENT LLC

CRD 281995

OAK PARK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5582e671-411e-b73f-7012-458e9f776cb3

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GERARD ANDREW DOWNEY

n/a

OAK PARK, IL

n/a