Fee-only adviser · Oak Park, IL
Linden Wealth Management LLC
Linden Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Oak Park, Illinois. On its latest Form ADV, filed October 16, 2026, it reports $192M in regulatory assets under management, 49 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 281995 · SEC file 801-137432 |
| Office | 106 South Oak Park Avenue Suite 204 Oak Park, IL 60302 |
| Phone | (708) 948-7111 |
| Website | www.lindenwm.com |
| Regulatory assets under management | $192M |
| Individual clients | 41 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Oak Park
- Stonebrook Capital Management, Inc. $70M
- Vista Financial Planning Not reported
- Huckstep Asset Management, LLC $10M
- Clark Lewis $1.3M
- Madden Funds Management $218M
See all 6 fee-only advisers in Oak Park →
Nearby
- River Grove 1 firm
- Riverside 1 firm
- Elmhurst 2 firms
- Rosemont 1 firm
- Western Springs 2 firms
- La Grange 2 firms
- Chicago 112 firms
- Chicago, Il 1 firm
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