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LINDENWOLD ADVISORS INC.

READING, PA · CRD 308454 · IAPD ↗ · lindenwoldadvisors.com · 610-396-2448

$278.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — LINDENWOLD ADVISORS INC. (READING, PA) left the SEC roster (was $278.6M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2025 — LINDENWOLD ADVISORS INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.