# Lindsey Wealth Management

Lindsey Wealth Management is a Bank / Wealth / Trust based in Vincennes, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vincennes, United States
- **Region:** North America
- **Address:** Vincennes, IN, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** lindseywealth.com
- **LinkedIn:** https://www.linkedin.com/company/darwinlindsey

## Regulatory record

- **CRD number:** 174054
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174054

## About

Lindsey Wealth Management is a US-based registered investment advisor headquartered in Vincennes, Indiana. The firm serves individuals, high-net-worth families, trusts, and business entities with a suite of wealth management services spanning financial planning, investment management, and portfolio construction. Its Midwestern Main Street footprint distinguishes it from coastal multi-family offices and institutional allocators. The firm's investment approach centers on traditional portfolio management delivered through an RIA structure. Lindsey Wealth Management provides advisory services rather than operating proprietary fund vehicles, with a focus on customized asset allocation for private clients. The practice does not publicly disclose sector concentrations, direct investment mandates, or fund commitment programs. Its client base consists of local families and business owners in the Southern Indiana region. The firm maintains a single office in Vincennes and has not disclosed team size, assets under management, or adjacent philanthropic vehicles. No recent operational events — such as acquisitions, senior hires, or strategy shifts — have been publicly reported in the last 24 months. The absence of a LinkedIn presence or scraped website content limits further structural detail on personnel and service scope. Lindsey Wealth Management's structural differentiator is its geography. Rather than competing in national wealth corridors, the firm is embedded in a community of roughly 16,000 people, where trust is built through multi-generational relationships rather than institutional marketing. For a family office allocator, the firm represents a local advisory node — relevant primarily for regional referrals or as a potential acquisition target for consolidators seeking Midwestern footprint.

## Questions

### What investment services does Lindsey Wealth Management provide?

The firm offers financial planning, investment management, and portfolio management services. Its model is advisor-driven rather than product-driven, with customized portfolios designed for private clients. Lindsey Wealth Management does not publicly market proprietary funds, co-investment vehicles, or institutional separate accounts.

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Last updated: 2026-07-08T22:13:26.207Z

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