LINDENWOLD ADVISORS INC.
CRD #308454 SEC #801-118561 READING, PA 610-396-2448
SEC Registered
Total AUM
$278.6M
Discretionary
$273M
Employees
4
Clients
--
Accounts
336
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $278.6M | $273M | $5.5M | 4 | 0 |
| Mar 2024 | $251.9M | $245.1M | $6.8M | 3 | 0 |
| Apr 2023 | $214.2M | $210.5M | $3.7M | 3 | 0 |
| Mar 2023 | $214.2M | $210.5M | $3.7M | 3 | 0 |
| Mar 2023 | $214.2M | $210.5M | $3.7M | 3 | 0 |
| Mar 2023 | $237.1M | $233.2M | $3.9M | 3 | 0 |
| Mar 2022 | $237.1M | $233.2M | $3.9M | 3 | 0 |
| Sep 2021 | $176.1M | $174.3M | $1.8M | 3 | 0 |
| Mar 2021 | $176.1M | $174.3M | $1.8M | 4 | 0 |
| Feb 2021 | $116.4M | $115.5M | $884.3K | 4 | 0 |
| Oct 2020 | $116.4M | $115.5M | $884.3K | 3 | 0 |
| Aug 2020 | $116.4M | $115.5M | $884.3K | 2 | 0 |
| Jul 2020 | $0 | $0 | $0 | 2 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| Apr 2020 | $0 | $0 | $0 | 1 | 0 |
| Mar 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$278.6M
Discretionary$273M
Non-Disc.$5.5M
Employees4
Clients0
DateMar 2024
Total AUM$251.9M
Discretionary$245.1M
Non-Disc.$6.8M
Employees3
Clients0
DateApr 2023
Total AUM$214.2M
Discretionary$210.5M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2023
Total AUM$214.2M
Discretionary$210.5M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2023
Total AUM$214.2M
Discretionary$210.5M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2023
Total AUM$237.1M
Discretionary$233.2M
Non-Disc.$3.9M
Employees3
Clients0
DateMar 2022
Total AUM$237.1M
Discretionary$233.2M
Non-Disc.$3.9M
Employees3
Clients0
DateSep 2021
Total AUM$176.1M
Discretionary$174.3M
Non-Disc.$1.8M
Employees3
Clients0
DateMar 2021
Total AUM$176.1M
Discretionary$174.3M
Non-Disc.$1.8M
Employees4
Clients0
DateFeb 2021
Total AUM$116.4M
Discretionary$115.5M
Non-Disc.$884.3K
Employees4
Clients0
DateOct 2020
Total AUM$116.4M
Discretionary$115.5M
Non-Disc.$884.3K
Employees3
Clients0
DateAug 2020
Total AUM$116.4M
Discretionary$115.5M
Non-Disc.$884.3K
Employees2
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0