Dakota
Dakota
Book a Demo
Talk to an Expert

Linscomb Wealth

EST. AUM
$5,214,032,831

CONTACTS
8

CLIENT ACCOUNTS
4,783

Firm Details

Metro area Houston
CRD Number 106779
Website linscombwealth.com
Client types

Overview

Linscomb Wealth has been providing wealth management solutions for over 50 years. They offer full service, helping clients with all aspects of their personal financial lives, acting as a "financial quarterback." With a team from multiple professional backgrounds, Linscomb Wealth aims to provide clients with peace of mind. Their expertise is intended to help clients grow their wealth. The advisors are finance and investment professionals, with many also holding advanced degrees or certifications in financial planning, accounting, or law. They offer cost-effective, transparent fees, including one simple fee designed to help clients' money work toward their goals. Linscomb Wealth believes its service speaks for itself.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy