Lindsay Nichole Wolf
Investment adviser representative at Asendo Wealth Advisory
10 yearsExperience
1 stateRegistered in
$866.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Asendo Wealth AdvisorySep 2024 to now
- Tsg Advice Partners, LLCSep 2024 to now
- Newedge Advisors, LLCNov 2021 to Aug 2024
- Mid Atlantic Financial Management, Inc.Oct 2016 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
Asendo Wealth Advisory
Legal name: Tsg Advice Partners, LLC
$866.5MAssets managed
1,157Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4665074
- Firm CRD
- 305999