# LDN Wealth

LDN Wealth is a Bank / Wealth / Trust based in Orlando, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** ldn-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/ldn-wealth

## Regulatory record

- **CRD number:** 175348
- **SEC file number:** 801-134987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175348

## About

LDN Wealth was founded in 2015 and is headquartered in Orlando, Florida. The firm positions itself as a financial planning and wealth advisory practice serving individuals, high-net-worth families, trusts, and estates. Its core services center on holistic financial planning and the curation of external advisers, functioning more as a client-side fiduciary than an in-house asset manager. The firm's advisory model emphasizes financial planning architecture over direct portfolio management. The firm's client base includes traditional taxable investors alongside trusts and estate structures, which typically demand multi-generational planning, tax-aware asset location, and fiduciary oversight. Geographic focus centers on Central Florida, with the Orlando headquarters serving as the primary client-service hub. Scale and team details remain undisclosed in public filings, as the firm does not publish an AUM figure or professional headcount. LDN Wealth maintains a deliberately low public profile — its digital presence is limited to a single corporate domain with no active LinkedIn company page or scraped marketing content as of mid-2026. This posture is consistent with a referral-driven advisory practice that grows through professional networks rather than institutional marketing. No adjacent philanthropic vehicles, club memberships, or alternative investment platforms have been publicly associated with the firm. Structurally, LDN Wealth stands apart from product-centric wealth managers by functioning as an adviser-selection platform rather than an investment manufacturer. The firm does not appear to offer proprietary funds, model portfolios, or in-house asset management — a distinction that reduces conflicts of interest and aligns compensation with planning advice. The absence of branded investment products makes the firm's fiduciary obligation to select external managers its primary structural differentiator in the Central Florida wealth market.

## Questions

### What services does LDN Wealth provide?

LDN Wealth offers financial planning and the selection of external advisers, serving individuals, high-net-worth families, trusts, and estates. The firm's advisory model centers on holistic planning rather than proprietary investment product manufacturing. This adviser-curation approach allows clients to access specialist expertise across disciplines without being tied to an in-house product shelf.

### Does LDN Wealth manage assets directly or select external managers?

LDN Wealth operates as an adviser-selection platform rather than a direct asset manager. Its described services — financial planning and adviser selection — indicate an open-architecture model where the firm helps clients identify and coordinate external investment and planning specialists. There is no public evidence of proprietary funds or in-house portfolio management mandates.

## Related profiles

- [LDIC](https://altss.com/profile/ldic)
- [Leading Edge Financial Planning](https://altss.com/profile/leading-edge-financial-planning)

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Last updated: 2026-08-11T02:43:31.692Z

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